Advisor at Colloquium Asset Management, Inc.
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Firm
Colloquium Asset Management, Inc.
Location
Canton, MI 48187
Credentials
Series 66
Industry experience
14 years
Stephanie Squires is a financial advisor with Colloquium Asset Management, Inc. in Canton, MI, holding a Series 66 designation and 14 years of industry experience. She has worked with Concorde Investment Services, LLC, Great Point Capital, LLC, and Cambridge Investment Research, among others. Outside of her advisory role, she serves as a paralegal for an immigration and defense attorney and prepares individual and business tax returns through separate business activities. Colloquium Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering tailored investment strategies and ongoing monitoring primarily for non-discretionary accounts.
Based on Colloquium Asset Management, Inc.
Based on Colloquium Asset Management, Inc.
Financial planning fixed fees negotiated between $500 and $7,500
$0 - $1,000,000: Up to 1.75% $1,000,001+: Up to 1.75%
Commissionable products sold by supervised persons; commissions accepted for sale of investment and insurance products; not primary source of compensation for advisory services.
Between $200 and $350 per hour
43622 Fleetwood Drive
Canton, MI 48187
Michigan
Concorde Investment Services, LLC
2022 - Present (4 years)
Colloquium Asset Management, Inc.
2019 - Present (7 years)
Great Point Capital, LLC
2019 - 2020 (1 year)
Cambridge Investment Research Advisors
2015 - 2019 (4 years)
Cambridge Investment Research, Inc.
2015 - 2019 (4 years)
Robert G. Lorente Law Practice
2012 - Present (14 years)
SCS Capital, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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