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BRUCE COLIN AND COMPANY

SEC Registered

We have a strong personal connection to our work and the families we serve.

, https://colinwm.com310-378-4355
Assets Under Management
$100M–$500M
Employees
1
Office Locations
1 office
Total Accounts
158

About the firm

Bruce Colin & Co. is an investment advisory firm with a personal connection to its work and the families it serves, rooted in what the founders wanted for their own family decades ago.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Areas of expertise

Family WealthPersonal Connection

Who they serve

families

Client segmentClientsAssets managed
High Net Worth Individuals28$226M

0 total clients reported on Form ADV.

Leadership

Bruce Ted Colin
SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 states
HQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#118035
SEC Number
801-119208
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Asset tierAnnual rate
First $500,0001.00%
Next $500,0000.80%
Next $2,000,0000.60%
Next $7,000,0000.40%
Over $10,000,0000.20%

Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRUCE COLIN AND COMPANY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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