Colloquium Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,009,128
Total clients
35
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$171,689
About
Colloquium Asset Management provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and business owners. The firm documents each client’s situation in an Investment Policy Statement and offers ongoing monitoring and tailored advice across mutual funds, fixed income, real estate funds (including REITs), ETFs, annuities, and private placements.
The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative analysis and employs both long‑term and short‑term trading alongside model allocations to match client goals and risk tolerance. Accounts are reviewed at least monthly and recommendations can be implemented through the firm or by selected third‑party money managers in a co‑advisory or solicitor capacity; clients may impose investment restrictions that the firm will honor or use to determine suitability.
Noteworthy distinctions include that the firm reports managing primarily non‑discretionary assets (the brochure shows $0 discretionary and about $6.34M non‑discretionary), serves as a wrap‑fee program sponsor, and discloses that its representatives accept commissionable compensation and insurance‑product sales. The firm also discloses outside business activities by its principal — including licensed insurance and tax‑preparation activities and paralegal work for a law firm — which the brochure identifies as potential conflicts of interest and are monitored in client records.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Annuities
College savings (529s, UTMA, etc.)
Wealth management
Private / alternative investments
Occupation focus
Founder/Business Owner
Fee options
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
Main office location
Colloquium Asset Management, Inc.
39555 Orchard Hill Place, Suite 600
Novi MI 48375, United States
Number of offices
2
Most active in
Colloquium Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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