Trubee, Collins & Co., Inc. is a large advisory firm based in Buffalo. It manages $265.5 million of regulatory assets for 501 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 8 other states.
Trubee, Collins & Co. provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trubee, Collins & Co., Inc. is $265.5 million. The firm's AUM has grown by 962% since the beginning of its operation, and $3.2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Trubee, Collins & Co., Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Trubee, Collins & Co. is high net worth individuals with 53 clients and $139.1 million of assets under management. Among the 8 most similar advisory firms, Trubee, Collins & Co. has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $265.5 million for 503 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Trubee, Collins & Co. doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Trubee, Collins & Co., Inc. performs its advisory services is located at 1350 One M & T Plaza, Buffalo, NY 14203, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 716-849-1401 or by fax 716-849-0144. The normal business hours are 9:00 am - 4:45 pm on Monday - Friday. You can find more information about the New York firm at trubeecollins.com.