A complete list of active advisors currently associated with Colmina, LLC

Warmer can help you find a great advisor at Colmina, LLC or one who fits your needs even better.

Colmina provides discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm reports managing about $85 million across roughly 40 clients and charges percentage-of-assets-under-management fees for portfolio management while not offering wrap-fee programs. The firm constructs active, passive, and hybrid portfolios across equity income, growth, tax‑efficient, fixed income and ESG strategies, and uses a range of analytic methods including fundamental, technical, quantitative and asset‑allocation analysis. Representatives tailor advice and may accept discretionary authority within client guidelines; financial planning is available on flat‑fee or hourly terms and can address retirement, business sale, wealth transfer and other life events. Noteworthy aspects disclosed in the brochure include a five-person advisory team operating from four offices, which results in a relatively small client roster and high assets-per-client concentration compared with many peers. The firm also discloses non-advisory business activities by firm management and staff in wine production and distribution, that some representatives are licensed to sell insurance (and may receive commissions), and that one or more representatives have past client settlements (noted in 2011–2012 and an earlier 1993 matter).

To learn more about the advisors currently working at Colmina, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.