Collins Stewart LLC (New York)

Collins Stewart provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Collins Stewart: assets under management

The assets under management (AUM) of Collins Stewart LLC is $16 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12 million in discretionary accounts and $4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $800 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.33 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Collins Stewart LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Collins Stewart LLC performs its advisory services is located at 350 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-389-8000 or by fax 212-389-8881. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.collinsstewartllc.com.

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