COLONY FAMILY OFFICES, LLC
Tel: 704-285-7300 4250 Congress Street Suite 175 Charlotte, North Carolina 28209
About COLONY FAMILY OFFICES, LLC
COLONY FAMILY OFFICES, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $2,600,638,955 in assets under management and provides investment advisory services for 559 clients. There are currently 14 financial advisors at the firm.
General Information
Firm CRD#:
167017
Firm SEC#:
801-77764
Assets Under Management:
$2,600,638,955
No. of Clients:
559
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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