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Building 2COLONIAL ADVISORY SERVICES INC

Map pinBOSTON, MA
Phone617-426-3750
NotebookSEC #801-18179
Total AUM
$2.2B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FINANCIAL CENTER
BOSTON
MA 02111
USA
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
617-426-3750

ReceiptFinancials

Total AUM
$2.2B
Accounts
9
Discretionary
$2.2B
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 15 other businesses.

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