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COLARION LLC

UUIDe0669906-6239-5122-95c4-99ea33655c91
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 284588 284588 1.0
sec_file_number 801-129369 801-129369

Profile

Websitehttps://www.linkedin.com/in/jon-gauthier-cfp
HQ CityBIRMINGHAM
HQ StateAL
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • COLARION adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)167,904,162.0
  • RAUM (discretionary)158,900,952.0
  • Actionable assets150,301,514.0
  • Accounts164.0

Institutional Clients

  • Government AUM
  • Pension AUM738,920.0
  • Charitable AUM5,288,746.0
  • HNW AUM135,230,527.0

As of 2025-06-18 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.