PRATT COLLARD ADVISORY PARTNERS, LLC
Legal name: PRATT COLLARD BUCK ADVISORY GROUP
CRD #159184 SEC #801-72839 BUFFALO, NY 716-566-9140
SEC Registered
Total AUM
$262.1M
Discretionary
$262.1M
Employees
5
Clients
11
Accounts
773
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $262.1M | $262.1M | $0 | 5 | 6 |
| May 2021 | $262.1M | $262.1M | $0 | 5 | 6 |
| Mar 2021 | $262.1M | $262.1M | $0 | 5 | 6 |
| Jun 2020 | $233.9M | $232M | $1.9M | 5 | 2 |
| Mar 2020 | $233.9M | $232M | $1.9M | 5 | 2 |
| Mar 2019 | $200.5M | $200.5M | $0 | 5 | 2 |
| Mar 2019 | $200.5M | $200.5M | $0 | 5 | 2 |
| Mar 2019 | $200.5M | $200.5M | $0 | 5 | 2 |
| Mar 2019 | $202M | $200.5M | $1.5M | 5 | 2 |
| Oct 2018 | $217.1M | $217.1M | $0 | 5 | 5 |
| Aug 2018 | $217.1M | $217.1M | $0 | 5 | 5 |
| Apr 2018 | $217.1M | $217.1M | $0 | 5 | 5 |
| Mar 2018 | $217.1M | $217.1M | $0 | 5 | 5 |
| Mar 2017 | $140.8M | $139.3M | $1.5M | 3 | 700 |
| Nov 2016 | $138.6M | $137.3M | $1.3M | 3 | 600 |
| Jun 2016 | $138.6M | $137.3M | $1.3M | 3 | 600 |
| Mar 2016 | $120.8M | $119.7M | $1.1M | 3 | 600 |
| Mar 2015 | $138.1M | $136.9M | $1.2M | 3 | 600 |
| Mar 2014 | $132.6M | $131.4M | $1.2M | 3 | 600 |
| Jan 2014 | $117.7M | $117.7M | $0 | 3 | 500 |
| Dec 2013 | $117.7M | $117.7M | $0 | 3 | 500 |
| Mar 2013 | $117.7M | $117.7M | $0 | 3 | 500 |
| Mar 2013 | $117.7M | $117.7M | $0 | 3 | 500 |
| Jan 2013 | $104.4M | $99M | $5.4M | 3 | 300 |
| Mar 2012 | $104.4M | $99M | $5.4M | 1 | 300 |
| Mar 2012 | $104.4M | $99M | $5.4M | 1 | 300 |
| Feb 2012 | $104.4M | $99M | $5.4M | 1 | 300 |
DateJun 2021
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees5
Clients6
DateMay 2021
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees5
Clients6
DateMar 2021
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees5
Clients6
DateJun 2020
Total AUM$233.9M
Discretionary$232M
Non-Disc.$1.9M
Employees5
Clients2
DateMar 2020
Total AUM$233.9M
Discretionary$232M
Non-Disc.$1.9M
Employees5
Clients2
DateMar 2019
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees5
Clients2
DateMar 2019
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees5
Clients2
DateMar 2019
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees5
Clients2
DateMar 2019
Total AUM$202M
Discretionary$200.5M
Non-Disc.$1.5M
Employees5
Clients2
DateOct 2018
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients5
DateAug 2018
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients5
DateApr 2018
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients5
DateMar 2018
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients5
DateMar 2017
Total AUM$140.8M
Discretionary$139.3M
Non-Disc.$1.5M
Employees3
Clients700
DateNov 2016
Total AUM$138.6M
Discretionary$137.3M
Non-Disc.$1.3M
Employees3
Clients600
DateJun 2016
Total AUM$138.6M
Discretionary$137.3M
Non-Disc.$1.3M
Employees3
Clients600
DateMar 2016
Total AUM$120.8M
Discretionary$119.7M
Non-Disc.$1.1M
Employees3
Clients600
DateMar 2015
Total AUM$138.1M
Discretionary$136.9M
Non-Disc.$1.2M
Employees3
Clients600
DateMar 2014
Total AUM$132.6M
Discretionary$131.4M
Non-Disc.$1.2M
Employees3
Clients600
DateJan 2014
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients500
DateDec 2013
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients500
DateMar 2013
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients500
DateMar 2013
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients500
DateJan 2013
Total AUM$104.4M
Discretionary$99M
Non-Disc.$5.4M
Employees3
Clients300
DateMar 2012
Total AUM$104.4M
Discretionary$99M
Non-Disc.$5.4M
Employees1
Clients300
DateMar 2012
Total AUM$104.4M
Discretionary$99M
Non-Disc.$5.4M
Employees1
Clients300
DateFeb 2012
Total AUM$104.4M
Discretionary$99M
Non-Disc.$5.4M
Employees1
Clients300