Company Overview
- Headquarters
- 201 Washington St, 11 Floor, Boston MA
- Website
- thecolonygroup.com
- jg****@thecolonygroup.com
- Phone
- (303) 592-4282
- Employees
- 363
- Founded in
- 1986
- Industry
- Financial Services
Financials & Stats
Revenue
$100B
Who is The Colony Group
The Colony Group is a financial advisory firm located in Boston, Massachusetts. The firm employs 363 people and generates $100 million in annual revenue. The Colony Group provides a comprehensive range of wealth management services to a diverse clientele. Their services are tailored to successful individuals, families, corporate executives, entrepreneurs, business owners, athletes, entertainers, institutions, businesses, and non-profit organizations nationwide. The firm's offerings encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. The Colony Group distinguishes itself as a fiduciary wealth advisory firm, prioritizing objective advice and acting in the best interests of its clients. Their team-based approach integrates financial planners, analysts, accountants, attorneys, and business professionals to develop and implement customized solutions for each client's unique financial needs. To learn more about The Colony Group and their services, please visit their website at thecolonygroup.com.
Company Leadership
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
100M | 193 | West Palm Beach, FL | 1993 | |
100M | 548 | Uniondale, NY | 1929 | |
100M | 386 | Naperville, IL | 1977 | |
100M | 50 | Mount Laurel, NJ | 1997 | |
100M | 257 | Harrison, NY |