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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- VectorFusion +more
- Established Date
- 03-28-2012
- Office Locations
- 1
Office Locations
About Collabria Capital, INC
Collabria Capital is a fee-only fiduciary RIA serving mid- to late-career Bay Area professionals (40s–60s) navigating retirement, company exits, and complex compensation. The boutique practice provides comprehensive planning—tax optimization, retirement planning, and stock option/equity comp guidance—alongside ongoing investment management using diversified ETF and mutual fund portfolios with risk-aware asset allocation. Founder Paul J. Saad has been featured by MyStockOptions.
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Owner & Executives
PAUL J SAAD
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #4811313
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,458,517 | -- |
| Non-Discretionary | $1,101,191 | -- |
| Total | $18,559,708 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,559,708
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,379,967,162 | 43.2% |
| Public Funds | $2,300,255,430 | 29.4% |
| Cash | $2,143,775,469 | 27.4% |
| Total | $7,823,998,061 | 100.0% |