Pratt Collard Advisory Partners is an investment advisor in Buffalo with $262.12 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453461941
SEC advisor number
801-72839
FINRA CRD number
159184
AUM ?
$262.12 mm
(as of 17 Jun 21)
Accounts
773
(as of 17 Jun 21)
Employees
5
(4 investment advisory or research)
Address
Pratt Collard Advisory Partners
120 WEST TUPPER STREET
SUITE 205
BUFFALO
NY 14201
120 WEST TUPPER STREET
SUITE 205
BUFFALO
NY 14201
Office hours
Monday - Friday, 8:30AM - 4:30PM
Phone
716-566-9140
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Collard, Matthew, Charles | Managing Member / Chief Operating Officer | 09/2011 | 50-75% |
Pratt, Michael, Joseph | Managing Member / Chief Compliance Officer | 09/2011 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Jul 21
13F-HR
Quarterly holdings report by institutional manager
23 Apr 21
13F-HR
Quarterly holdings report by institutional manager
28 Jan 21
13F-HR
Quarterly holdings report by institutional manager
22 Oct 20
13F-HR
Quarterly holdings report by institutional manager
28 Jul 20
13F-HR
Quarterly holdings report by institutional manager
16 Apr 20
13F-HR
Quarterly holdings report by institutional manager
28 Jan 20
13F-HR
Quarterly holdings report by institutional manager
17 Oct 19
13F-HR
Quarterly holdings report by institutional manager
16 Jul 19
13F-HR
Quarterly holdings report by institutional manager
16 Apr 19