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
Michael Wright (CRD# 6014779) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 12 years of experience in the finance industry.
Arthur Zaske (CRD# 475935) is an Investment Advisor Representative working at The Colony Group, LLC in Bingham Farms, MI and has over 15 years of experience in the finance industry.
David Zaske (CRD# 6735232) is an Investment Advisor Representative working at The Colony Group, LLC in Bingham Farms, MI and has over 7 years of experience in the finance industry.
Wayne Zussman (CRD# 3250282) is an Investment Advisor Representative working at The Colony Group, LLC in Easton, MD and has over 24 years of experience in the finance industry.
Brandon Arnold (CRD# 7883887) is an Investment Advisor Representative working at The Colony Group, LLC in Hingham, MA and has 1 year of experience in the finance industry.
Jack Baird (CRD# 5792132) is an Investment Advisor Representative working at The Colony Group, LLC in Hingham, MA and has over 13 years of experience in the finance industry.
Jason Blackwell (CRD# 5157474) is an Investment Advisor Representative working at The Colony Group, LLC in Sandy Springs, GA and has over 17 years of experience in the finance industry.
Frank Brochin (CRD# 4741198) is an Investment Advisor Representative working at The Colony Group, LLC in New York, NY and has over 6 years of experience in the finance industry.
Grant Carver (CRD# 7713132) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has 1 year of experience in the finance industry.
Patrick Ceplenski (CRD# 7852809) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.