COLLIER FINANCIAL, INC
CRD #175207 SEC #801-121627 DENVER, CO 303-741-5040
SEC Registered
Total AUM
$140.8M
Discretionary
$140.8M
Employees
2
Clients
101
Accounts
432
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $140.8M | $140.8M | $0 | 2 | 0 |
| Mar 2024 | $128.4M | $128.4M | $0 | 2 | 0 |
| Mar 2023 | $154.5M | $113.1M | $41.4M | 3 | 0 |
| Mar 2022 | $115.6M | $115.6M | $0 | 4 | 0 |
| Oct 2021 | $102.8M | $102.8M | $0 | 4 | 0 |
| Jul 2021 | $102.8M | $102.8M | $0 | 4 | 0 |
| May 2021 | $102.8M | $102.8M | $0 | 4 | 0 |
DateMar 2025
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$154.5M
Discretionary$113.1M
Non-Disc.$41.4M
Employees3
Clients0
DateMar 2022
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees4
Clients0