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COLLINS ADVISORS, LLC
CRD 129270 · SEC 801-72267
610 MAIN STREET, SUITE 202, BUFFALO, NY, 14202, United States
Phone
716-833-6338
Fax
716-835-3739
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.4M
Discretionary AUM
$174.1M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 473 | $31.5M |
| High net worth individuals | 52 | $128.5M |
| Pension/profit sharing plans | 56 | $16.1M |
States served
CA, MA, NM, NY, NC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD