Bay Colony Advisors

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View SEC Summary

Assets Under Management

$1.3B

Number of Clients

2,433

Number of Advisors

31

Average Client AUM

$519K

AUM per Advisor

$40.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Bay Colony Advisors offers advisor-led teams providing financial and investment advisory services. Services include plan consulting, participant education, investment policy development, investment menu selection, financial planning, tax planning, estate planning, risk management, business succession consulting, concierge services, and portfolio management.

Fee Structure

This firm provides customized investment advisory solutions. They also offer financial planning and consulting services. Specific fees for these services are not listed in this brochure.

View Full Brochure on SEC
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Location

86 Baker Avenue Extension, Suite 310, Concord, MA, 01742

31 Advisors at this firm

CF
Carmel Ann Furtado
DB
David Edward Bunker
DB
CFA · CFP
David James Boczar
EV
Elizabeth Mary Vallone
EF
CFP
Ethan Mark Freishtat
FD
Francois Jerome Ducroux
GO
George Edward Ohl
JM
CFP
Jacob D Murray
JC
James Clements Catacchio
JL
CFP
Jeffrey Martin Leonard
JA
Jennifer Jill Anderson
JH
John Britton Hughes
JO
John Winthrop Ohl
MG
Matthew Michael Graham
MD
Michael Edward Daudelin
MB
Michael James Benenson
MC
Michael John Cook
MG
CFP
Mitchell Alan Glazier
NG
Nicholas Peter Jon Grose
PB
Pamela Jean Bakos
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