C
CRD: 152580
Colligan Advisory, LLC
Concord, NH
6034433649
$70.2M Total AUM
$68.3M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2010
- Office Locations
- 1
Office Locations
-- Concord NH
About Colligan Advisory, LLC
Colligan Advisory, LLC is a Concord-based RIA. The firm has been operating for 16 years. Managing $70.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$70.2M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Oak peak Catalyst
Client Personas
Bridge
Investment Themes
Bridge insight Vital summit
Investment Vehicles
Unison
Services
Pioneer quantum Unison Focus ridge Peak Capital prime Vital optima
Owner & Executives
J
JOHN PATRICK COLLIGAN
Chief Compliance Officer, PRINCIPAL, Vice President
- CRD
- #1260907
- Ownership
- 75% or more
(670) 968-7637
ember.ember@atlascapital.com
in linkedin.com/in/capital-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,283,574 | -- |
| Non-Discretionary | $1,900,000 | -- |
| Total | $70,183,574 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,183,574
Corporate - Investment Grade:
24.5% Public Funds:
14.0% Equity - Exchange:
18.2% Corporate - Non-Investment Grade:
21.0% Cash:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $2,083,155,362 | 24.5% |
| Public Funds | $1,190,374,493 | 14.0% |
| Equity - Exchange | $1,547,486,841 | 18.2% |
| Corporate - Non-Investment Grade | $1,785,561,739 | 21.0% |
| Cash | $1,896,096,513 | 22.3% |
| Total | $8,502,674,948 | 100.0% |