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| Keyboard |
| Bay Colony Advisory Group Inc
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|---|---|
| CRD # | 152583 |
| SEC # | 801-107792 |
| CIK # | |
| AUM | 1,434.9 M (2026-03-23) |
| Employees | 36 (83% Investors, 0% Brokers) |
| Phone | 978-369-7200 |
| Address | 86 Baker Avenue Extension Concord, MA 01742 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,786 | 542.0 |
| (b) Individuals (high net worth individuals) | 864 | 849.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 41.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,340 | 1,434.9 |
| By Discretionary | ||
| Discretionary | 4,254 | 1,380.4 |
| Non-Discretionary | 86 | 54.5 |
| Total | 4,340 | 1,434.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 1,430.5 | |
| Total | 4,340 | 1,434.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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WI | 1,442.4 M |
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|
1832 Asset Management US Inc
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1,427.5 M | |
|
Anderson Hoagland & Co
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|
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