Collier Financial, Inc
● SEC registered since 2021CRD 175207SEC# 801-121627Denver, CO
Reg. AUM
$160.5M
Employees
2
Accounts
432
Location
Denver, CO
Collier Financial, Inc assets under management
Collier Financial, Inc is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2021. It reports $160.5 million in regulatory assets under management and employs 2 people.
Collier Financial, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon James Collier Control | Managing Principal/ Cco | Over 75% | 2015 |
Frequently asked questions
How much does Collier Financial, Inc manage?
Collier Financial, Inc reports $160.5 million in regulatory assets under management on its Form ADV.
How many employees does Collier Financial, Inc have?
Collier Financial, Inc reports 2 employees.
Where is Collier Financial, Inc located?
Collier Financial, Inc is based in Denver, CO and has been SEC-registered since 2021.
Does Collier Financial, Inc disclose fund performance?
Collier Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8055 E. Tufts Avenue Suite 650, Denver, CO 80237 |
| Phone | 303-741-5040 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$160.5Mregulatory AUM
Discretionary $160.5M