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Colin, Bruce Ted

● SEC registered since 2020CRD 118035SEC# 801-119208
Export (members)
Reg. AUM
$228.5M
Employees
1
Accounts
158
Location
—

About Colin, Bruce Ted

Bruce Colin & Company, the advisory practice of Bruce Ted Colin, is an independent wealth management firm for individuals and families. It offers portfolio management plus planning across retirement, executive compensation, tax, estate, risk management, and philanthropy.
Summary based on the firm’s website.

Colin, Bruce Ted assets under management

Colin, Bruce Ted is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $228.5 million in regulatory assets under management and employs 1 people.

Colin, Bruce Ted owners & executives

1 reported
NameTitleOwnershipSince
Bruce Ted Colin ControlSole Proprietor/Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Colin, Bruce Ted manage?

Colin, Bruce Ted reports $228.5 million in regulatory assets under management on its Form ADV.

How many employees does Colin, Bruce Ted have?

Colin, Bruce Ted reports 1 employees.

Does Colin, Bruce Ted disclose fund performance?

Colin, Bruce Ted is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone310-378-4355
Fax310-378-8635
Office hours9:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$228.5M▲ 6%
Feb '25 — $216MMar '25 — $216MApr '25 — $216MMay '25 — $216MJun '25 — $216MJul '25 — $216MAug '25 — $216MSep '25 — $216MOct '25 — $216MNov '25 — $216MDec '25 — $216MJan '26 — $216MFeb '26 — $216MMar '26 — $216MApr '26 — $228.5MMay '26 — $228.5MJun '26 — $228.5MJul '26 — $228.5MAug '26 — $228.5MSep '26 — $228.5MOct '26 — $228.5M
Feb '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 70%
Larger than 30% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers

Assets under management

$228.5Mregulatory AUM
Discretionary $0Non-discretionary $228.5M