Stephanie Squires
Stephanie Squires is a registered investment advisor at Colloquium Asset Management, INC., based in Canton, MI, with 14 years of industry experience. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 35 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Location
43622 Fleetwood Drive, Canton, MI, 48187
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephanie works as a paralegal for SCS Stacer PLC and Robert G. Lorente Law Practice, dedicating about 10-20% of her time to each. She is also the Owner, President, and Investment Adviser of Colloquium Asset Management, a Registered Investment Advisory Firm, which is a full-time role, and the President and Owner of SCS Capital, LLC, preparing tax returns for minimal time.
Employment History
Current Registrations
Colloquium Asset Management, INC.
Previous Registrations
Aurora SecuritiesBroker
Concorde Investment Services, LLCBroker
Great Point Capital LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.