This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2003
- Office Locations
- 1
Office Locations
About Collins Advisors, LLC
Collins Advisors, LLC is a Buffalo, NY fiduciary, family-run RIA serving families and business owners with in-house portfolio management and goal-based financial planning. The firm supports retirement and tax-efficient strategies, estate and insurance planning, and risk management, using a structured risk-tolerance “Risk Number” process. Portfolios commonly use diversified asset allocation across ETFs, index funds, and fixed income.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARY LEE COLLINS
Managing Member, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
CHRISTINE LEE COLLINS-SCHWINGER
Chief Compliance Officer
- CRD
- #5987515
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
ANNA MARIA PUJOLAS
--
- CRD
- #4689186
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,146,226 | $300,252 |
| Non-Discretionary | $2,250,716 | $1,125,358 |
| Total | $176,396,942 | $303,088 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing