Investment adviser · CRD 111837

COLLEY ASSET MANAGEMENT, INC.

Investment adviser filing (IA)

SARATOGA SPRINGS, NY, United States · Form ADV filed Mar 13, 2025

Regulatory AUM
$354M
Form ADV · Item 5.F
Client accounts
411
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals236$198,240,10156.1%
Other clients24$76,463,91521.6%
Individuals137$39,441,32511.2%
Government entities4$28,544,4318.1%
Charities10$10,952,4703.1%
Filing source

Form ADV 1954301 · Mar 13, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 13, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

358 BROADWAY SUITE 204
SARATOGA SPRINGS, NY, 12866, United States

CRD 111837

Filing source

Form ADV 1954301 · Mar 13, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.