Company COL Financial Group, Inc.

Equities

COL

PHY167381177

Investment Banking & Brokerage Services

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sales per Business

Sales per region

Sector Brokerage Services

End-of-day quote Philippines S.E. Other stock markets 06:00:00 2024-04-17 pm EDT			5-day change	1st Jan Change
2.36 ^PHP	0.00%		-0.84%	-11.28%

Apr. 01	COL Financial Group, Inc. Reports Earnings Results for the Full Year Ended December 31, 2023	CI
2023	COL Financial Group, Inc. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2023	CI

COL Financial Group, Inc. (COL) is a Philippines-based company that provides online financial services. The Company is engaged in offering stock brokerage and fund distribution services. The Company is also engaged in providing financial advice, in the gathering and distribution of financial and investment information and statistics and in acting as financial, commercial or business representative. The Company provides an online trading platform, which offers real-time market information and direct market access, while providing the comprehensive stock market research and analysis necessary for its clients. The Company operates through two segments: Stockbrokerage services and Others. The Stockbrokerage services segment includes the Companyâs stockbrokerage companies, mainly the Parent Company and COL Securities (HK) Limited (COLHK). The Others pertaining to the Companyâs subsidiaries other than COLHK. COL owns asset management firm, COL Investment Management, Inc. (CIMI).

Number of employees: 147

PHP in Million	2022	Weight	2023	Weight	Delta
Stock Brokerage Services 98.8 %	836	100.0 %	1,079	98.8 %	+29.10%
Others 1.3 %	0	0.0 %	14	1.3 %	+3,827.88%
Elimination -0.1 %	0	0.0 %	-2	-0.1 %	+1,086.51%

PHP in Million	2022	Weight	2023	Weight	Delta
Philippines 99.8 %	831	99.4 %	1,090	99.8 %	+31.10%
Hong Kong 0.3 %	5	0.6 %	3	0.3 %	-27.89%
Elimination -0.1 %	0	0.0 %	-2	-0.1 %	+1,086.51%

Managers	Title	Age	Since
Conrado Bate CEO	Chief Executive Officer	61	02-12-31
Lorena Velarde DFI	Director of Finance/CFO	53	00-12-31
Sharon T. Lim CMP	Compliance Officer	44	10-12-31
Melissa Ng COO	Chief Operating Officer	51	06-12-31
Nikos Bautista CTO	Chief Tech/Sci/R&D Officer	55	05-12-31
April Lynn Tan IRC	Investor Relations Contact	49	00-12-31
Rea P. Orteza AUD	Comptroller/Controller/Auditor	-	15-12-31
Gabriel Mendiola PRN	Corporate Officer/Principal	-	-
Catherine Ong TRE	Treasurer	72	99-08-15
Juan Garcia Barredo PRN	Corporate Officer/Principal	56	-

Members of the board	Title	Age	Since
Edward Lee FOU	Founder	69	99-08-15
Alexander C. Yu BRD	Director/Board Member	68	99-08-15
Conrado Bate CEO	Chief Executive Officer	61	02-12-31
Hernan Go Lim BRD	Director/Board Member	70	05-02-28
Catherine Ong TRE	Treasurer	72	99-08-15
Wellington Yu BRD	Director/Board Member	80	01-02-28
Raymond Yu BRD	Director/Board Member	70	05-02-28
Paulwell Han BRD	Director/Board Member	64	10-11-10
Arthur Gindap BRD	Director/Board Member	62	-
Roberto Benares BRD	Director/Board Member	70	21-02-25

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	4,760,000,000	1,112,039,650 ( 23.36 %)	0	23.36 %

Name	Equities	%	Valuation
Edward Lee 21.74 %	1,034,589,000	21.74 %	42 M ₱
DAIWA SECURITIES GROUP INC. 15.53 %	739,240,000	15.53 %	30 M ₱
Alexander C. Yu 13.84 %	658,918,250	13.84 %	27 M ₱
Paulwell Han 8.386 %	399,158,750	8.386 %	16 M ₱
Raymond Yu 4.345 %	206,805,400	4.345 %	8 M ₱
Conrado Bate 4.175 %	198,732,599	4.175 %	8 M ₱
Hernan Go Lim 3.682 %	175,261,850	3.682 %	7 M ₱
Catherine Ong 1.637 %	77,928,000	1.637 %	3 M ₱
Valentina L Ang 1.050 %	50,000,000	1.050 %	2 M ₱
Lydia Lee 0.9669 %	46,023,000	0.9669 %	2 M ₱

COL Financial Group, Inc.

24/F East Tower Tektite Towers

1605, Pasig

http://www.colfinancial.com

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Brokerage Services

	1st Jan change	Capi.
COL FINANCIAL GROUP, INC.	-11.28%	196M
EAST MONEY INFORMATION CO.,LTD.	-11.18%	27.32B
GUOTAI JUNAN SECURITIES CO., LTD.	-9.68%	15.18B
CHINA GALAXY SECURITIES CO., LTD.	-6.30%	13.06B
XP INC.	-19.18%	11.82B
INTERACTIVE BROKERS GROUP, INC.	+33.41%	11.7B
ORIENT SECURITIES COMPANY LIMITED	-7.47%	8.64B
CINDA SECURITIES CO., LTD.	-18.01%	6.57B
SDIC CAPITAL CO.,LTD	-6.68%	5.57B
ZHESHANG SECURITIES CO., LTD.	-3.36%	5.34B

Brokerage Services