Colony Family Offices, LLC
Colony Family Offices, LLC (CRD# 167017) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,600,638,955 in 559 accounts and serve the financial needs of clients across 10 states (or territories).
-
Total Assets Under Management2,601MILLION
-
Total Number of Accounts559ACCOUNTS
-
Average Account Value$4,652,306
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, MA, MD, NC, SC, TN, TX
Wyman Byrd (CRD# 4888880) is an Investment Advisor Representative working at Colony Family Offices, LLC in Chapel Hill, NC and has over 13 years of experience in the finance industry.
Christopher Elliotte (CRD# 5378295) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.
Peter Jespersen (CRD# 5613456) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.
Kristin Lewis (CRD# 5915256) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Eric Ridenour (CRD# 3064132) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 26 years of experience in the finance industry.
John Crawford (CRD# 7845688) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
David Worley (CRD# 7513713) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.