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
Jeff Donham (CRD# 4946751) is an Investment Advisor Representative working at The Colony Group, LLC in Richmond, VA and has over 18 years of experience in the finance industry.
Patrick Donnelly (CRD# 4961667) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 18 years of experience in the finance industry.
Denise Duffy (CRD# 2486446) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 29 years of experience in the finance industry.
Duke Duncan (CRD# 6204451) 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.
Jacques Elmaleh (CRD# 4631268) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.
Tara Elmaleh (CRD# 5101994) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has over 18 years of experience in the finance industry.
Michael Elzahr (CRD# 4553425) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has over 14 years of experience in the finance industry.
Robert Emens (CRD# 3006559) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 26 years of experience in the finance industry.
Sean Erickson (CRD# 4489663) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has over 13 years of experience in the finance industry.
James Fitts (CRD# 2870217) is an Investment Advisor Representative working at The Colony Group, LLC in Concord, NH and has 1 year of experience in the finance industry.