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COLLAR CAPITAL MANAGEMENT, LLC
CRD 152325 · SEC 801-130159
100 WEST LAWRENCE ST., SUITE 418, APPLETON, WI, 54911, United States
Phone
920-830-1556
Fax
920-273-2712
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.3M
Discretionary AUM
$166.3M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $22.6M |
| High net worth individuals | 50 | $143.7M |
| Pension/profit sharing plans | 2 | $9.9M |
States served
CA, LA, WI, TX
All web addresses on file
Official SEC filing: View on IAPD