COLLOQUIUM ASSET MANAGEMENT, INC.

RIASEC Registered

Total AUM

$4.9M

Discretionary

0% of AUM

Avg account

$140K

Accounts

Employees

Advisory reps

Firm details

Headquarters: NOVI, Michigan
CRD number: 304446
Website: colamgt.com
Custodians: TRADINGBLOCK, OSAIC FA, INC., CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC., CNB CUSTODY AND CLEARING
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals91.18%
HNWI8.82%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Colloquium Asset Management, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses, and educational seminars—with broker-dealer and insurance activities; its business footprint also includes accounting and legal services. Compensation is mixed: the firm charges percentage-of-AUM fees and also uses hourly and fixed fees, along with commissions for certain products. Colloquium does not position itself as an ESG investor and reports its advisory reach as limited to a single state.