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Jacky Wu

COLONY CAPITAL INVESTMENT ADVISORS, LLC·BOCA RATON, Florida
Unclaimed Profile
750 PARK OF COMMERCE DRIVE, BOCA RATON, FL 33487CRD# 7283117Firm CRD# 175506
01

About

Jacky Wu is a registered financial advisor based in BOCA RATON, Florida, affiliated with COLONY CAPITAL INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COLONY CAPITAL INVESTMENT ADVISORS, LLC
COLONY CAPITAL INVESTMENT ADVISORS, LLC
AUM
$802M
Regulatory assets under management
Employees
132
Total firm employees
View all advisors at COLONY CAPITAL INVESTMENT ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ASSET MANAGEMENT FEES, CUSTOM FEE ARRANGEMENTS
Regulatory
SEC/IARD CRD# 7283117
Firm CRD# 175506
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacky Wu offer?
Jacky Wu specializes in Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.
What are Jacky Wu's credentials?
Jacky Wu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacky Wu located?
Jacky Wu is based in BOCA RATON, Florida, working with COLONY CAPITAL INVESTMENT ADVISORS, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Jacky Wu charge for services?
Jacky Wu's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: asset management fees, custom fee arrangements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLONY CAPITAL INVESTMENT ADVISORS, LLC?
COLONY CAPITAL INVESTMENT ADVISORS, LLC has approximately 132 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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