The Colony Group, LLC
The Colony Group, LLC (CRD# 159289) is a financial advisory firm headquartered in Boston, MA. They manage $18,879,638,392 in 20,099 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management18,880MILLION
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Total Number of Accounts20,099ACCOUNTS
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Average Account Value$939,332
- 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
John Jester (CRD# 1454454) is an Investment Advisor Representative working at The Colony Group, LLC in Richmond, VA and has over 38 years of experience in the finance industry.
Answan Johnson (CRD# 6052280) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 7 years of experience in the finance industry.
Christopher Johnson (CRD# 6125134) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 11 years of experience in the finance industry.
Craig Jones (CRD# 4365409) is an Investment Advisor Representative working at The Colony Group, LLC in Denver, CO and has 1 year of experience in the finance industry.
Brian Katz (CRD# 4650594) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Steven Keirn (CRD# 5020982) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 18 years of experience in the finance industry.
John Keller (CRD# 2492780) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 28 years of experience in the finance industry.
Anthony Kosinski (CRD# 6872941) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 5 years of experience in the finance industry.
Jeremy Kuhlen (CRD# 4748566) is an Investment Advisor Representative working at The Colony Group, LLC in Richmond, VA and has over 20 years of experience in the finance industry.
Mark Lapman (CRD# 2246840) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.