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COLLAB+CURRENCY MANAGEMENT, LLC
COLLAB+CURRENCY MANAGEMENT, LLC
4 registered advisors
·
CRD# 309133
SEC# 801-126272
0
914-226-0653
01
Firm Overview
AUM
$485M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at COLLAB+CURRENCY MANAGEMENT, LLC
4 registered advisors
Colin Hudson Cassedy
EUGENE, Oregon
CRD# 7589955
Derek Edward Schloss
EUGENE, Oregon
CRD# 7522612
Stephen Bryan Mckeon
EUGENE, Oregon
CRD# 7282963
Zachary Frederick Rosenblatt
EUGENE, Oregon
CRD# 7619233
05
Office Locations
EUGENE, Oregon
4 advisors
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Data sourced from SEC Form ADV filings. COLLAB+CURRENCY MANAGEMENT, LLC (CRD# 309133) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.