$101.4M Total AUM
$101.4M Disc. AUM
-- 3Y CAGR
3 Employees
134 ADV. Clients
9 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-2016
- Office Locations
- 1
Office Locations
204 Historic 25th Street Ogden UT
About VON Colln Financial Group
Von Colln Financial Group is an Ogden, UT retirement planning firm focused on helping pre-retirees and retirees protect and preserve wealth with a conservative, income-focused approach. Services span investment planning for retirement cash flow, tax and estate planning coordination, and long-term care/health care considerations. Portfolios may use mutual funds and ETFs, with custody through LPL Financial.
Team overview
-- AVG AGE
$101.4M AVG AUM / ADVISOR
$756.4K AVG AUM / CLIENT
9.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JEFFREY KARL VON COLLN
Chief Compliance Officer, President
- CRD
- #2468483
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,358,507 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,358,507 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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