DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
BAY COLONY ADVISORS
Tel: 978-369-7200
86 Baker Avenue Extension Suite 310
Concord, Massachusetts 01742
BAY COLONY ADVISORS
BAY COLONY ADVISORS is a Concord, Massachusetts based financial advisory firm with nearly $1,073,790,099 in assets under management and provides investment advisory services for 3757 clients. There are currently 27 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (PLATFORM FEE FROM SUB-ADVISER
Firm CRD#:
152583
SEC#:
801-107792
No. of Clients:
3757
Assets under Management
$1,073,790,099
No. of Advisors:
27
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