This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- AOS · Capital Group · Charles Schwab & Company · Community National Bank · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2019
- Office Locations
- 1
Office Locations
About Colloquium Asset Management, Inc.
Colloquium Asset Management is a Michigan-based advisor providing business and individual wealth management using a cross-disciplinary planning approach. Serves beneficiaries/Millennials, established professionals, and retirees with 401(k)/403(b) guidance, systematic and tax-aware investing, insurance, and retirement distribution planning (Social Security, RMDs, Medicare), plus charitable giving including donor-advised funds. Platforms/custody include Charles Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Stephanie Squires
Chief Compliance Officer, President
- CRD
- #5705226
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,897,967 | -- |
| Total | $4,897,967 | -- |
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 - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing