The Colony Group LLC

The Colony Group LLC

The Colony Group LLC

Overview
Date Founded

1986

Headquarters

1 Boston Place,201 Washington Street, 11th floor,Boston, MA 02108-4407

Type of Company

Private

Employees (Worldwide)

185

Industries

Investment Services & Portfolio Management

Company Description

The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nation—delivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services.

Contact Data
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Executives & Employees

Chairman & Chief Executive Officer

President, Vice Chairman & Chief Culture Officer

Chief Financial Officer

Chief Operating Officer & General Counsel

Chief Marketing Officer

Chief Compliance Officer

Chief Strategy Officer

Managing Director, Metro NY Offices & President, Colony Group Family Office

Chief Administrative Officer

President of Client Services

Paths to The Colony Group LLC
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The Colony Group LLC
Recent Transactions
Details Hidden

The Colony Group LLC, Focus Financial Partners, Inc. purchase Aurora Financial Advisors LLC

Details Hidden

The Colony Group LLC, Focus Financial Partners, Inc. purchase Harvest Capital Management, Inc.

Details Hidden

The Colony Group LLC, Focus Financial Partners LLC purchase Blue Water Advisors LLC

Non-Profit Donations & Grants
$500 +
2018
$500 - $999
2018
$1,000 - $4,999
2017
Investors
Details Hidden

Senior Wealth Advisor at The Colony Group LLC

Details Hidden

Chief Operating Officer & Chief Compliance Officer at Financial Trust Asset Management Chartered

Details Hidden

Chief Market Strategist & Co-Chair, Colony Group Investment Division at The Colony Group LLC

Awards & Honors
Rank #53
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #54
2014
Financial Advisor Magazine - Top RIA Survey
Rank #54
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
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