$366.3K Total AUM
$366.3K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-2011
- Office Locations
- 1
Office Locations
-- Ocean NJ
About Corollary Capital LLC
Corollary Capital LLC is a New Jersey RIA serving retail investors with financial planning and portfolio construction. The firm emphasizes common-sense, fee-aware investing and uses an ETF-focused approach for asset allocation, alongside planning needs such as insurance/life insurance. Independent, owner-led practice oriented toward long-term wealth building.
Team overview
-- AVG AGE
$366.3K AVG AUM / ADVISOR
$183.2K AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL ANDREW KAHN
Chief Compliance Officer, Managing Member
- CRD
- #2698374
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $366,342 | -- |
| Non-Discretionary | $0 | -- |
| Total | $366,342 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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