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
Jennifer Flinchum (CRD# 6251396) is an Investment Advisor Representative working at The Colony Group, LLC in Glen Allen, VA and has 1 year of experience in the finance industry.
Cary Geller (CRD# 4394126) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Matthew Gordon (CRD# 5683414) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Michael Haber (CRD# 6268861) 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.
Max Haspel (CRD# 2813486) is an Investment Advisor Representative working at The Colony Group, LLC in Babylon, NY and has over 26 years of experience in the finance industry.
Seth Hieken (CRD# 4393633) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Alexander Hock (CRD# 4608486) is an Investment Advisor Representative working at The Colony Group, LLC in Denver, CO and has 1 year of experience in the finance industry.
Christopher Holton (CRD# 5123926) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 17 years of experience in the finance industry.
Matthew Ilteris (CRD# 5780430) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 17 years of experience in the finance industry.
Philip Jameson (CRD# 1452524) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 38 years of experience in the finance industry.