THE BOLLARD GROUP LLC

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

About THE BOLLARD GROUP LLC

THE BOLLARD GROUP LLC is a Boston, Massachusetts based financial advisory firm with nearly $5,662,840,667 in assets under management and provides investment advisory services for 476 clients. There are currently 29 financial advisors at the firm.

General Information
Firm CRD#:

155317

Firm SEC#:

801-72749

Assets Under Management:

$5,662,840,667

No. of Clients:

476

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)

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