$160.5M Total AUM
$160.5M Disc. AUM
1.3% 3Y CAGR
2 Employees
172 ADV. Clients
11 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- EmberUnison
- Established Date
- 04-07-2015
- Office Locations
- 1
Office Locations
8055 E. Tufts Avenue Suite 650 Denver CO
About Collier Financial, INC
Collier Financial is an independent Denver RIA singularly focused on pre-retirees and retirees, delivering holistic financial planning and investment management tailored to retirement income, risk management, and portfolio construction. The firm emphasizes a small-team, hands-on client experience with access to broad solutions and no product quotas, supporting implementation via platforms such as LPL Financial and ETF-based portfolios.
Team overview
42 AVG AGE
$160.5M AVG AUM / ADVISOR
$933.2K AVG AUM / CLIENT
11.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Timber value Meridian Radial
Client Personas
Signal meridian Glacier
Custodian
Quantum value Oak zenith Atlas
Investment Themes
Peak quantum Summit harbor Zenith
Investment Vehicles
Glacier atlas
Services
Foundation focus Momentum wave Prime timber Eagle Wave delta Beacon Vector Horizon
Technology
Zenith eagle Meridian summit
Owner & Executives
BRANDON JAMES COLLIER
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4848028
- Ownership
- 75% or more
(841) 796-8448
element.insight@capitalcapital.com
in linkedin.com/in/element-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,507,524 | $371,545 |
| Non-Discretionary | $0 | -- |
| Total | $160,507,524 | $371,545 |
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Separately Managed Accounts
Total SMA Asset: $160,507,524
Public Funds:
64.9% Equity - Exchange:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,822,606,379 | 64.9% |
| Equity - Exchange | $3,149,052,140 | 35.1% |
| Total | $8,971,658,519 | 100.0% |