J
$31.9M Total AUM
$31.4M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2002
- Office Locations
- 1
Office Locations
505 W. Interlake Blvd. Lake Placid FL
About James A. Colley, Inc.
James A. Colley, Inc. is a Lake Placid-based RIA. The firm has been operating for 24 years. Managing $31.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$31.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
24.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES ARTHUR COLLEY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3125013
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,396,276 | -- |
| Non-Discretionary | $529,054 | -- |
| Total | $31,925,330 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Cash:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing