$228.5M Total AUM
$0 Disc. AUM
5.0% 3Y CAGR
1 Employees
28 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-1997
- Office Locations
- 1
Office Locations
-- Rancho Palos Verdes CA
About Bruce Colin AND Company
Bruce Colin AND Company is a Rancho Palos Verdes-based RIA. The firm has been operating for 28 years. Managing $228.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$228.5M AVG AUM / ADVISOR
$8.2M AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Focus Element foundation Summit horizon Matrix Insight beacon Ridge vertex
Client Personas
Radial Oak element
Custodian
Element Harbor Glacier
Investment Themes
Vital Crest
Investment Vehicles
Meridian glacier
Platform
Prime
Services
Prime bridge Oak Glacier Focus Capital Vital zenith
Owner & Executives
B
BRUCE TED COLIN
Chief Compliance Officer
- CRD
- #2947936
- Ownership
- 75% or more
(458) 804-5838
capital.summit@insightcapital.com
in linkedin.com/in/meridian-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $228,518,179 | $1,446,318 |
| Total | $228,518,179 | $1,446,318 |
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Separately Managed Accounts
Total SMA Asset: $228,518,179
Public Funds:
17.4% Cash:
16.8% Equity - Exchange:
15.5% U.S. Government/Agency:
27.1% Municipal Bonds:
12.9% Private Funds:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,409,853,375 | 17.4% |
| Cash | $1,361,237,741 | 16.8% |
| Equity - Exchange | $1,255,903,868 | 15.5% |
| U.S. Government/Agency | $2,195,806,118 | 27.1% |
| Municipal Bonds | $1,045,236,123 | 12.9% |
| Private Funds | $834,568,377 | 10.3% |
| Total | $8,102,605,602 | 100.0% |