Bruce Colin And Company

RIASEC RegisteredEst. 2020

Total AUM

$229M

Discretionary

0% of AUM

Avg account

$1.4M

Accounts

158

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 118035
Registered since: July 30, 2020
Website: www.colinwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI99.09%
Individuals0.91%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bruce Colin And Company is a small, independent registered investment adviser structured as a sole proprietorship and SEC-registered in 2020. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It charges fees via a percentage of AUM and also permits hourly and fixed-fee engagements. The firm identifies itself as a capital allocator but does not report being an active ESG investor, a multi-state adviser, or a pension consultant. The advisory model appears focused on non-discretionary relationships: the ADV shows the same total for assets and total non-discretionary assets, indicating the firm generally provides advice without discretionary trading authority.