William
Mcmannis

Collier Financial, Inc

CRD#5904465
Investment Advisor
in Denver, CO

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About this Advisor

William Mcmannis is a certified financial planner who works in Denver, Colorado, who has 2 years of relevant experience. Mcmannis is an advisor for Collier Financial, Inc. Throughout their career, they have worked at Charles Schwab & Co., Inc, Charles Schwab Bank, Fellowship Property Group, Best Buy, Jp Morgan Securities LLC, Jpmorgan Chase Bank, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Collier Financial, Inc and Lpl Financial. Mcmannis holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can advise clients in Colorado. Collier Financial, Inc is a financial advisory business operating out of Denver, CO. It has $155 million in total assets across its 890 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 890 customer accounts, 29% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees typically depend on which services the firm provides the client. However, fee types charged by Collier Financial, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8055 E. Tufts Avenue Suite 650
Denver, CO 80237

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Collier Financial, Inc Brokerage Details

Total Assets Under Management

$154,502,787

CO Average: $2,349,664,866
Total Number of Employees

3

CO Average: 28
Total Number of Accounts

890

CO Average: 1,101
Average Account Size

$173,599

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

William Mcmannis Work History

William has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Lpl Financial

2021 - Present (3 years)

Collier Financial, Inc

2018 - 2020 (2 years)

Tiaa

2018 - 2020 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - 2018 (2 years)

Jp Morgan Securities LLC

2016 - 2018 (2 years)

Jpmorgan Chase Bank

2015 - 2018 (3 years)

Fellowship Property Group

2015 - 2016 (1 year)

Best Buy

2011 - 2015 (4 years)

Charles Schwab & Co., Inc

2011 - 2015 (4 years)

Charles Schwab Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Mcmannis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Collier Financial, Inc

William Mcmannis
Denver, CO
Brandon Collier
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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