James A. Colley, Inc.

James A. Colley, Inc. (CRD# 141794) is a financial advisory firm headquartered in Lake Placid, FL. They manage $25,931,918 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
505 W. Interlake Blvd., Lake Placid, FL 33852
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $365,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at James A. Colley, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Colley, financial advisor Lake Placid FL
James A. Colley
CRD#: 3125013
505 W. Interlake Blvd., Lake Placid, FL 33852

James Colley (CRD# 3125013) is an Investment Advisor Representative working at James A. Colley, Inc. in Lake Placid, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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