The Colony Group, LLC
The Colony Group, LLC (CRD# 159289) is a financial advisory firm headquartered in Boston, MA. They manage $21,472,648,180 in 20,909 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management21,473MILLION
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Total Number of Accounts20,909ACCOUNTS
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Average Account Value$1,026,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 17 years of experience in the finance industry.
Jebalakshi Arnold (CRD# 4920455) is an Investment Advisor Representative working at The Colony Group, LLC in Concord, NH and has over 19 years of experience in the finance industry.
Karen Baer (CRD# 1375762) is an Investment Advisor Representative working at The Colony Group, LLC in Easton, MD and has over 29 years of experience in the finance industry.
Frederick Baird (CRD# 6049496) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 7 years of experience in the finance industry.
Ian Barclay (CRD# 4365413) is an Investment Advisor Representative working at The Colony Group, LLC in Denver, CO and has 1 year of experience in the finance industry.
Ryan Bartholomew (CRD# 5960496) is an Investment Advisor Representative working at The Colony Group, LLC in Reston, VA and has over 12 years of experience in the finance industry.
Andrew Belastock (CRD# 6939736) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 5 years of experience in the finance industry.
Mark Bergsohn (CRD# 6922228) is an Investment Advisor Representative working at The Colony Group, LLC in Glendale, CA and has over 6 years of experience in the finance industry.
Eric Berquist (CRD# 6872926) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.
Aaron Bock (CRD# 5947001) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.