RIA Intel›Advisers›Massachusetts›COLLINS, FRANCIS E.

COLLINS, FRANCIS E.

Advisory

NORTHAMPTON, MA

Data as of Mar 29, 2024 · Source: SEC Form ADV

Rank in MA

#1,397

of 1,590 advisers by AUM

Average account

$410K

across 36 accounts

Source: SEC Form ADV. Figures as filed Mar 29, 2024.

Total AUM

$15M

Discretionary %

64%

Clients

34

Employees

0

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$9M

Non-Discretionary AUM$5M

Discretionary %64%

Total Clients34

Team

Total Employees0

Investment Advisers0

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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CROW POINT INVESTMENT MANAGEMENT, LLC

HINGHAM, MA

$15M

+15.4% 1Y

SHANNON INVESTMENT MANAGEMENT LLC

$14M

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