Colonial Advisory Services Inc is a large advisory firm based in Boston. It manages $2.19 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.
Colonial Advisory Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Colonial Advisory Services Inc is $2.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Colonial Advisory Services Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Keith Banks has been acting as President since 1 Nov 2001. Linda Jean Wondrack joined the executive team most recently as the Chief Compliance Officer.
The principal office where Colonial Advisory Services Inc performs its advisory services is located at One Financial Center, Boston, MA 02111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-426-3750 or by fax 617-345-0919. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.