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COLARION LLC
COLARION LLC
COLARION
BIRMINGHAM, Alabama
·
1 registered advisor
·
CRD# 284588
SEC# 801-129369
1
205 410 9443
01
Firm Overview
AUM
$126M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at COLARION LLC
1 registered advisor
Samuel Drayton Haskell
BIRMINGHAM, Alabama
CRD# 2632749
05
Office Locations
BIRMINGHAM, Alabama
1 advisor
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Data sourced from SEC Form ADV filings. COLARION LLC (CRD# 284588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.