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| Bay Colony Advisory Group Inc
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| |
|---|---|
| CRD # | 152583 |
| SEC # | 801-107792 |
| CIK # | |
| AUM | $1.1 BB (2024-06-26) |
| Employees | 27 (96% Investors, 0% Brokers) |
| Phone | 978-369-7200 |
| Address | 86 Baker Avenue Extension Concord, MA 01742 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,413 | 392.2 |
| (b) Individuals (high net worth individuals) | 684 | 618.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 54.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 8.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,757 | 1,073.8 |
| By Discretionary | ||
| Discretionary | 3,720 | 1,016.6 |
| Non-Discretionary | 37 | 57.1 |
| Total | 3,757 | 1,073.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.6 | |
| United States Persons | 1,059.2 | |
| Total | 3,757 | 1,073.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Estate Counselors LLC
✚
|
WI | 1.1 |
|
JGP Wealth Management LLC
✚
|
OR | 1.1 |
|
Inspirion Wealth Advisors LLC
✚
|
IL | 1.1 |
|
Kearns & Associates LLC
✚
|
CA | 1.1 |
|
Clearview Financial Partners LLC
✚
|
PA | 1.1 |
|
Invictus Private Wealth LLC
✚
|
CO | 1.1 |
|
GPS Wealth Strategies Group LLC
✚
|
CO | 1.1 |
|
HHM Wealth Advisors LLC
✚
|
TN | 1.1 |
|
Sheets Smith Wealth Management
✚
|
NC | 1.1 |
|
River Wealth Advisors LLC
✚
|
PA | 1.1 |