The Colony Group Of Naples, LLC (Boston)

Name: The Colony Group Of Naples, LLC
Address: Two Atlantic Avenue, Boston, MA, 02110
Telephone: 617-896-2131

The Colony Group Of Naples, LLC is a large advisory firm based in Boston. It manages $46.04 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida and Massachusetts.

The Colony Group Of Naples provides portfolio management for individuals and small businesses. 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 Colony Group Of Naples: assets under management

The assets under management (AUM) of The Colony Group Of Naples, LLC is $46.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $582.8 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Colony Group Of Naples, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Colony Group Of Naples, LLC

Brian William Katz has served as the Chief Investment Officer since 1 Dec 2006. George Allen Wilson joined the executive team most recently as the Member/Co Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vincent Joseph Gratch	Chief compliance officer	1 Dec 2006	Other	4861132
Stephen Thomas Sadler	Manager	1 Dec 2006	Other	1506642
Michael Jeffrey Nathanson	Manager, ceo & president	1 Dec 2006	Other	4861134
Kirby Alan Hamilton	Manager	1 Dec 2006	Other	4650621
John Robert Halsey	Exec vp, chief operating officer	1 Dec 2006	Other	234658
Brian William Katz	Chief investment officer	1 Dec 2006	Other	4650594
Llc Colony Ventures	Member	1 Dec 2006	50% - 75%	20-2872990
P.A. Wilson & Johnson	Member	1 Dec 2006	50% - 75%	65-0660993
Gina Kulig Bradley	General counsel	1 Jan 2008	Other	5485657
George Allen Wilson	Member/co-owner	1 Apr 2010	50% - 75%	5269550

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
George Allen Wilson	Partner	1 Apr 1996	Other	5269550
Llc The Colony Group	Owner	1 Dec 2006	75% - 100%	20-2872990

Based in Boston

The principal office where The Colony Group Of Naples, LLC performs its advisory services is located at Two Atlantic Avenue, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-896-2131 or by fax 617-723-6338. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.thecolonygroup.com.