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| Happy Holidays!! thanks for using AUM13F!! |
| Bay Colony Advisory Group Inc
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|---|---|
| CRD # | 152583 |
| SEC # | 801-107792 |
| CIK # | |
| AUM | $1.3 B (2025-05-30) |
| Employees | 36 (83% Investors, 0% Brokers) |
| Phone | 978-369-7200 |
| Address | 86 Baker Avenue Extension Concord, MA 01742 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,603 | 458.5 |
| (b) Individuals (high net worth individuals) | 801 | 754.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 48.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,039 | 1,263.3 |
| By Discretionary | ||
| Discretionary | 3,991 | 1,194.8 |
| Non-Discretionary | 48 | 68.5 |
| Total | 4,039 | 1,263.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.3 | |
| United States Persons | 1,247.0 | |
| Total | 4,039 | 1,263.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kings Path Partners LLC
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|
TX | 1.3 |
|
Palisade Asset Management LLC
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|
MN | 1.3 |
|
Midwest Financial Partners Investments Inc
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|
MN | 1.3 |
|
Oak City Consulting LLC
✚
|
NC | 1.3 |
|
CornerStone Capital Inc
✚
|
CA | 1.3 |
|
Penn Davis McFarland Inc
✚
|
TX | 1.3 |
|
True Private Wealth Advisors LLC
✚
|
OR | 1.3 |
|
Fiduciary Services LLC
✚
|
ID | 1.3 |
|
Tanager Wealth Management LLP
✚
|
1.3 | |
|
River Wealth Advisors LLC
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|
PA | 1.3 |