Colonial Consulting, LLC

Colonial Consulting, LLC (CRD# 131570) is a financial advisory firm headquartered in New York, NY. They serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, NY, PA, TX, VA, VT, WI

Financial Advisors at Colonial Consulting, LLC
No Advisor Found.
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