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Colloquium Asset Management, Inc. CRD 304446
$4.90M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2015 | 01/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2015 | 01/2019 |
| Great Point Capital, Llc | Chicago | IL | 01/2019 | 12/2020 |
| Scs Capital, Llc | Plymouth | MI | 11/2012 | Present |
| Robert G. Lorente Law Practice | Livonia | MI | 11/2012 | Present |
| Colloquium Asset Management, Inc. | Livonia | MI | 05/2019 | Present |
| Concorde Investment Services, Llc | Livonia | MI | 05/2022 | Present |
1) SCS Stacer PLC. Non-investment related. Canton, MI. Paralegal for an immigration and defense attorney preparing briefs, motions, applications, etc. Start date: 02/2022. Approximately 15 hours/month during trading hours. 2) Aurora Securities, Inc. Investment related, Canton, MI, Registered Representative conducting securities related activities. 3) Colloquium Asset Management, Investment related, Canton, MI. Owner, President, and Investment Adviser of Registered Investment Advisory Firm. Full time during trading hours. 4) SCS Capital, LLC, Non-investment related, Canton, MI. President and Owner. Start date: 12/2012. Duties involve preparing individual and business tax returns. Approximately 5 hours/month during trading hours. 5) Robert G. Lorente Law Practice, Canton, MI. Paralegal, Start Date 11/2012. Approximately 15 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-16 |
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