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Building 2THE COLONY GROUP, LLC

Map pinBOSTON, MA
Phone617-723-8200
NotebookSEC #801-27451
Total AUM
$1.2B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO ATLANTIC AVENUE
BOSTON
MA 02110
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Phone
617-723-8200

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,697
Discretionary
$1.2B
Accounts
1,671
Non-Discretionary
$45.3M
Accounts
26

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
TAX PREPARATION FEES & SEMINAR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLMAMDMENCNHNJNYPARITNTXVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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