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
Matthew Valentine (CRD# 4958447) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 18 years of experience in the finance industry.
Mary Susan Van Bergen (CRD# 2567655) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has over 29 years of experience in the finance industry.
Mary Vlad (CRD# 5328953) 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.
Roger Wade (CRD# 1326074) is an Investment Advisor Representative working at The Colony Group, LLC in Naples, FL and has over 38 years of experience in the finance industry.
John Weeks (CRD# 4510711) is an Investment Advisor Representative working at The Colony Group, LLC in Concord, NH and has over 20 years of experience in the finance industry.
Margaret Welborn (CRD# 2511933) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 12 years of experience in the finance industry.
William Weydemeyer (CRD# 6094771) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Andrew Wig (CRD# 4345520) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Justin Wiles (CRD# 6619079) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.
Cheryl Wilkinson (CRD# 2434811) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.