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Colab Capital, LLC

EST. AUM
$1,371,882

CONTACTS
1

CLIENT ACCOUNTS
4

Firm Details

Metro area Salt Lake City
CRD Number 338182
Website colab-capital.com
Client types

Overview

Colab Capital, LLC is a U.S.-registered investment adviser that offers ongoing investment advisory services to retail investors for asset-based fees. The firm reviews each client’s financial situation, goals, and risk tolerance before recommending tailored investment portfolios, and it provides ongoing monitoring of clients’ accounts with at least quarterly internal reviews. Colab’s advisory services also include financial planning and consulting as part of its portfolio advisory relationship.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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