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JAMES A. COLLEY, INC.
CRD 141794
505 W. INTERLAKE BLVD., LAKE PLACID, FL, 33852, United States
Phone
863-465-6473
Fax
863-465-9300
Registration
— (—)
Source
State registered
Total AUM
$31.9M
Discretionary AUM
$31.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $6.2M |
| High net worth individuals | 14 | $25.7M |
Official SEC filing: View on IAPD