BAY COLONY ADVISORS

86 Baker Avenue Extension
Suite 310
Concord, Massachusetts 01742
Tel: 978-369-7200

About BAY COLONY ADVISORS

BAY COLONY ADVISORS, formally registered with the SEC as BAY COLONY ADVISORS. The firm was established in 05/17/2016. They have over 20 offices throughout the country.

BAY COLONY ADVISORS is a Concord, Massachusetts based Financial Planning firm with nearly $1,073,790,099 assets under management, offering retirement planning & investment advisory services to 3757 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152583
SEC#	801-107792
Assets Managed by Firm	$1,073,790,099
No. of Clients	3757
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PLATFORM FEE FROM SUB-ADVISERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3757	$1,073,790,099
Individuals (other than high net worth individuals)	1413	$392,244,696
High net worth individuals	684	$618,495,629
Pension and profit sharing plans	22	$54,903,789
Corporations or other businesses	8	$8,145,985

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