COLLEY ASSET MANAGEMENT, INC.
CRD #111837 SEC #801-48611 SARATOGA SPRINGS, NY 518-581-0500
SEC Registered Disclosures
Total AUM
$353.6M
Discretionary
$353.6M
Employees
1
Clients
25
Accounts
411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $353.6M | $353.6M | $0 | 1 | 0 |
| Feb 2024 | $252.6M | $252.6M | $0 | 1 | 0 |
| Mar 2023 | $154.3M | $154.3M | $0 | 1 | 0 |
| Mar 2022 | $196.7M | $196.7M | $0 | 1 | 0 |
| Feb 2021 | $151.3M | $151.3M | $0 | 1 | 0 |
| Dec 2020 | $125M | $122.8M | $2.2M | 1 | 0 |
| Jun 2020 | $150M | $131M | $19M | 1 | 0 |
| Feb 2020 | $150M | $131M | $19M | 1 | 0 |
| Feb 2019 | $140.7M | $123M | $17.6M | 1 | 447 |
| Mar 2018 | $149.9M | $130.9M | $19M | 1 | 445 |
| Mar 2017 | $123M | $103.1M | $19.9M | 1 | 400 |
| Mar 2016 | $128.4M | $107.2M | $21.2M | 2 | 400 |
| Mar 2015 | $111.4M | $100.8M | $10.6M | 2 | 400 |
| Mar 2014 | $103.3M | $72.6M | $30.7M | 2 | 400 |
| Mar 2013 | $103.9M | $74.6M | $29.3M | 1 | 400 |
| Mar 2012 | $104.7M | $75.9M | $28.8M | 1 | 400 |
| Mar 2009 | $100.9M | $100.9M | $0 | 5 | -- |
| Mar 2008 | $148.5M | $148.5M | $0 | 5 | -- |
| Mar 2007 | $120.4M | $120.4M | $0 | 5 | -- |
| Mar 2006 | $98.9M | $98.9M | $0 | 5 | -- |
| Mar 2002 | $75M | $75M | $0 | 5 | -- |
| Aug 2001 | $85M | $85M | $0 | 5 | -- |
DateMar 2025
Total AUM$353.6M
Discretionary$353.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$196.7M
Discretionary$196.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$125M
Discretionary$122.8M
Non-Disc.$2.2M
Employees1
Clients0
DateJun 2020
Total AUM$150M
Discretionary$131M
Non-Disc.$19M
Employees1
Clients0
DateFeb 2020
Total AUM$150M
Discretionary$131M
Non-Disc.$19M
Employees1
Clients0
DateFeb 2019
Total AUM$140.7M
Discretionary$123M
Non-Disc.$17.6M
Employees1
Clients447
DateMar 2018
Total AUM$149.9M
Discretionary$130.9M
Non-Disc.$19M
Employees1
Clients445
DateMar 2017
Total AUM$123M
Discretionary$103.1M
Non-Disc.$19.9M
Employees1
Clients400
DateMar 2016
Total AUM$128.4M
Discretionary$107.2M
Non-Disc.$21.2M
Employees2
Clients400
DateMar 2015
Total AUM$111.4M
Discretionary$100.8M
Non-Disc.$10.6M
Employees2
Clients400
DateMar 2014
Total AUM$103.3M
Discretionary$72.6M
Non-Disc.$30.7M
Employees2
Clients400
DateMar 2013
Total AUM$103.9M
Discretionary$74.6M
Non-Disc.$29.3M
Employees1
Clients400
DateMar 2012
Total AUM$104.7M
Discretionary$75.9M
Non-Disc.$28.8M
Employees1
Clients400
DateMar 2009
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--