Coletta Capital, LLC
Firm details
- Headquarters
- Rocky River, Ohio
- CRD number
- 322161
- Website
- www.colettacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals69.13%
- HNWI27.41%
- Charitable Organizations3.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Coletta Capital, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm’s stated activities center on financial planning and discretionary portfolio management for individuals, families and small-business clients. Compensation is charged via a mix of percentage-of-AUM and fixed fees. The adviser does not identify as an ESG-focused manager, does not act as a capital allocator to external managers, and is not set up as a multi-state or pension-consulting adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds74%
- Exchange Traded Equities22%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Michael Coletta
Investment AdvisorCRD 6388664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rocky River, OH
Cuyahoga
Location
Rocky River, OH
Headquartered in Rocky River, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 19111 Detroit Rd
- Time zone
- ET (UTC-5)
- Office locations
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