Colonnade Island LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Rio Grande, PR
CRD number
322763
Registered since
January 10, 2022

Firm profile

FINTRX

Overview

Colonnade Island LLC is organized as a limited liability company and became an SEC-registered adviser in 2022. The firm is reported as individually owned and is categorized as "unclassified" in the snapshot data. Disclosures indicate it does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Other standard fields—such as fee structure, specific advisory activities, client segments, or pension consulting—are not included in the available profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Gina Cocking

    Gina Cocking

    CEO and Managing DirectorCRD 2937883

Contacts

1 of 1
  • Jeffrey Guylay

    Jeffrey Guylay

    Managing DirectorCRD 2716270

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rio Grande, PR

San Juan-Bayam_n, PR

Location

Rio Grande, PR

Headquartered in Rio Grande, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
7000 Bahia Beach Blvd
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth