Colloquium Asset Management, Inc.
Colloquium Asset Management, Inc. (CRD# 304446) is a financial advisory firm headquartered in Livonia, MI. They manage $6,009,128 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Colloquium Asset Management, Inc.
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$171,689
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Colloquium Asset Management, Inc.
1
Stephanie Squires (CRD# 5705226) is an Investment Advisor Representative working at Colloquium Asset Management, Inc. in Canton, MI and has over 12 years of experience in the finance industry.
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