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VON COLLN FINANCIAL GROUP
JEFF VON COLLN PC
CRD 284481
204 HISTORIC 25TH STREET, OGDEN, UT, 84401, United States
Phone
(801) 479-5254
Fax
(801) 476-4584
Registration
— (—)
Source
State registered
Total AUM
$101.4M
Discretionary AUM
$101.4M
Team
3 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $37.7M |
| High net worth individuals | 34 | $57.8M |
| Pension/profit sharing plans | 4 | $1.8M |
| Charitable organizations | 1 | $1.7M |
| Corporations/business entities | 1 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD