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Patrick Daniel Collar

COLLAR CAPITAL MANAGEMENT, LLC·APPLETON, Wisconsin
Unclaimed Profile
100 WEST LAWRENCE ST., APPLETON, WI 54911CRD# 4313718Firm CRD# 152325
01

About

Patrick Daniel Collar is a registered financial advisor based in APPLETON, Wisconsin, affiliated with COLLAR CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
COLLAR CAPITAL MANAGEMENT, LLC
COLLAR CAPITAL MANAGEMENT, LLC
AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COLLAR CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4313718
Firm CRD# 152325
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Daniel Collar offer?
Patrick Daniel Collar specializes in Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Patrick Daniel Collar's credentials?
Patrick Daniel Collar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Daniel Collar located?
Patrick Daniel Collar is based in APPLETON, Wisconsin, working with COLLAR CAPITAL MANAGEMENT, LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.
How does Patrick Daniel Collar charge for services?
Patrick Daniel Collar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLLAR CAPITAL MANAGEMENT, LLC?
COLLAR CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in APPLETON
Debra Sumnicht — ISECTORS, LLCDavid Robert Jensen — AVAII WEALTH MANAGEMENT, LLCGreg Barber — SCHENCK INVESTMENT SOLUTIONS LLCMark Christopher Scheffler — THE APPLETON GROUP, LLCVernon Coffey Sumnicht — ISECTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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