COLLINS ADVISORS, LLC
Firm details
- Headquarters
- BUFFALO, New York
- CRD number
- 129270
- Registered since
- October 11, 2011
- Website
- mlcollins.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.83%
- Individuals17.87%
- Pension & Profit Sharing Plans9.13%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Collins Advisors, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2011. The firm operates as a capital allocator and serves both individual & family clients and institutional accounts. Its advisory services, as reported on its Form ADV, include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are based on a percentage of assets under management. The firm does not present itself as an active ESG investor and lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Cash & Cash Equivalents16%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds12%
- US Government Bonds7%
Owners & executives
2 of 2MARY COLLINS
President and CEOCRD 1311804
CHRISTINE COLLINS-SCHWINGER
Co-Founder & COOCRD 5987515
Contacts
1 of 1ANNA PUJOLAS
Investment Adviser RepresentativeCRD 4689186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BUFFALO, NY
ERIE
Location
BUFFALO, NY
Headquartered in BUFFALO, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- ERIE
- Address
- 610 Main St
- Time zone
- ET (UTC-5)
- Office locations
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