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Collier Financial, Inc

● SEC registered since 2021CRD 175207SEC# 801-121627Denver, CO
Export (members)
Reg. AUM
$140.8M
Employees
2
Accounts
432
Location
Denver, CO

Collier Financial, Inc assets under management

Collier Financial, Inc is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2021. It reports $140.8 million in regulatory assets under management and employs 2 people.
www.gotocollier.comView on SEC.gov ↗

Collier Financial, Inc owners & executives

1 reported
NameTitleOwnershipSince
Brandon James Collier ControlManaging Principal/ CcoOver 75%2015

Frequently asked questions

How much does Collier Financial, Inc manage?

Collier Financial, Inc reports $140.8 million in regulatory assets under management on its Form ADV.

How many employees does Collier Financial, Inc have?

Collier Financial, Inc reports 2 employees.

Where is Collier Financial, Inc located?

Collier Financial, Inc is based in Denver, CO and has been SEC-registered since 2021.

Does Collier Financial, Inc disclose fund performance?

Collier Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8055 E. Tufts Avenue Suite 650, Denver, CO 80237
Phone303-741-5040
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.8M
Non-discretionary$0
Total (RAUM)$140.8M