Trubee, Collins & Co. , Inc. (Buffalo)
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...
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.
Trubee, Collins & Co.: assets under management
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 firm manages $194.24 million in discretionary accounts and $71.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $462.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $879.81 thousand.
Trubee, Collins & Co. has custody of $265.5 million in cash and securities for 501 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 46% of the total AUM. The second-largest asset type is investment and business development companies, which make up 39% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.
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