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COLONY FAMILY OFFICES, LLC
Tel: 704-285-7300
4250 Congress Street Suite 175
Charlotte, North Carolina 28209
COLONY FAMILY OFFICES, LLC
COLONY FAMILY OFFICES, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $2,600,638,955 in assets under management and provides investment advisory services for 559 clients. There are currently 14 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
167017
SEC#:
801-77764
No. of Clients:
559
Assets under Management
$2,600,638,955
No. of Advisors:
14
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