THE BOLLARD GROUP LLC

One Joy Street
Boston, Massachusetts 02108
Tel: 617-720-5800

About THE BOLLARD GROUP LLC

THE BOLLARD GROUP LLC, formally registered with the SEC as THE BOLLARD GROUP LLC. The firm was established in 10/14/2011. They have over 1 offices throughout the country.

THE BOLLARD GROUP LLC is a Boston, Massachusetts based Financial Planning firm with nearly $5,662,840,667 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155317
SEC#	801-72749
Assets Managed by Firm	$5,662,840,667
No. of Clients	476
No. of Advisors	29

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (ADVISING ON PRIVATE EQUITY AND SPECIAL SITUATION INVESTMENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	476	$5,662,840,667
High net worth individuals	14	$4,409,427,084

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