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Colin T Kelly

SIMCOE CAPITAL, LLC·SPOKANE, Washington
Unclaimed Profile
9 W WASHINGTON ST, SPOKANE, WA 99201CRD# 5031731Firm CRD# 121505
01

About

Colin T Kelly is a registered financial advisor based in SPOKANE, Washington, affiliated with SIMCOE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SIMCOE CAPITAL, LLC
SIGNIA CAPITAL MANAGEMENT
AUM
$66M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SIMCOE CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5031731
Firm CRD# 121505
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Colin T Kelly offer?
Colin T Kelly specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.
What are Colin T Kelly's credentials?
Colin T Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colin T Kelly located?
Colin T Kelly is based in SPOKANE, Washington, working with SIMCOE CAPITAL, LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Colin T Kelly charge for services?
Colin T Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIMCOE CAPITAL, LLC?
SIMCOE CAPITAL, LLC has approximately 2 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Kohl Martin — MB GENERATIONAL WEALTH, LLCElizabeth Jean Gabriel — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Kenneth Melvin Roberts — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Jeffrey William Trudeau — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Thomas Lee Mcdonald — RICHARDS, MERRILL & PETERSON, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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Research
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