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COLLIER FINANCIAL, INC

CRD 175207 · SEC 801-121627

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8055 E. TUFTS AVENUE SUITE 650, DENVER, CO, 80237, United States

Phone

303-741-5040

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.5M

Discretionary AUM

$160.5M

Team

2 total employees; 1 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING

Client types

TypeClientsAUM
Individuals92$34.1M
High net worth individuals80$126.4M

States served

CO, NE, TX

All web addresses on file

Official SEC filing: View on IAPD