The Colony Group Of Naples, LLC is a large advisory firm based in Boston. It manages $46.04 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida and Massachusetts.
The Colony Group Of Naples provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Colony Group Of Naples, LLC is $46.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay The Colony Group Of Naples, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brian William Katz has served as the Chief Investment Officer since 1 Dec 2006. George Allen Wilson joined the executive team most recently as the Member/Co Owner.
The principal office where The Colony Group Of Naples, LLC performs its advisory services is located at Two Atlantic Avenue, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-896-2131 or by fax 617-723-6338. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.thecolonygroup.com.