The Bollard Group LLC

The Bollard Group LLC (CRD# 155317) is a financial advisory firm headquartered in Boston, MA. They manage $5,662,840,667 in 476 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
One Joy Street, Boston, MA 02108
http://www.bollard.com
By the Numbers
  • Total Assets Under Management
    5,663
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $11,896,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, TX, VT

Financial Advisors at The Bollard Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jean Qiu, financial advisor Boston MA
Jean N. Qiu
CRD#: 6969283
One Joy Street, Boston, MA 02108

Jean Qiu (CRD# 6969283) is an Investment Advisor Representative working at The Bollard Group LLC in Boston, MA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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