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BRUCE COLIN AND COMPANY
COLIN, BRUCE TED
CRD 118035 · SEC 801-119208
CA, United States
Phone
310-378-4355
Fax
310-378-8635
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $226.4M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD