The Colony Group Annual Revenue, Competitors, Number of Employees and Funding
Estimated Revenue & Financials
- The Colony Group's estimated annual revenue is currently $37.2M per year.
- The Colony Group's estimated revenue per employee is $210,000
- The Colony Group has 177 Employees.
- The Colony Group grew their employee count by 11% last year.
- The Colony Group currently has 1 job openings.
The Colony Group Competitors
|Competitor Name||Revenue||Number of Employees||Employee Growth||Total Funding|
|The Colony Grou...||$37.2M||177||11%||N/A|
|IC Federal Cred...||$17.2M||82||N/A||N/A|
|Winslow, Evans ...||$14.3M||68||10%||N/A|
What Is The Colony Group?
When it comes to wealth management, there's one wealth advisory firm that stands out from the crowd. Partly because of what we do. Mostly because of who we are and how we do it. Were The Colony Group, the smart choice for building, managing and preserving your wealth. What we do: The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nationdelivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services. How we do it: We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice, not products. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants and attorneys who are committed to integrating and implementing customized solutions for all your financial needs. By providing the highest level of personal service from some of the best minds in the business and adhering to the strictest standards of fiduciary excellence, we build trusted, long-term relationships that give our clients the necessary edge in an increasingly complex world.keywords:Finance
Number of Employees
Employee Growth %
|Ron Rubin||President, Vice Chairman & Chief Culture Officer||Email Available|
|Christopher Johnson||Principal & Senior Wealth Advisor||Email Available|
|Paul Shapero||Director Of Family Office||Email Available|
|Steve Schuler||Managing Director And Senior Wealth Advisor||Email Available|
|Joseph Salvati||Senior Vice President||Email Available|
|Zinovy Iosovich||Managing Director|
|Amy McMaster||Director Of Investment Services||Email Available|
|Andrew Wig||Senior Vice President, Director Of Portfolio Management||Email Available|
|Jonathan Lee||Director Of Private Strategies||Email Available|
|Jeffrey Craig||Vice President & Senior Financial Counselor||Email Available|
The Colony Group News
Neither group had much more impact on the British Isles gene pool than the Vikings, the Normans or, indeed, immigrants of the past 50 years.
Messy, truncated data? Trees on the Gaspé Peninsula in Canada: one of several pieces of evidence for rising temperatures that have been ...
The Colony Group Executive Hires
|2008-08-20||Denise M. Duffy||Partner||Article|
|2009-10-21||Scott A. Swartz||Partner||Article|
|2009-11-25||Kevin D. Crowley||Managing Director||Article|
|2015-02-11||Stephen Stelljes||Pres Client Services||Article|
|2018-05-08||AARON BOCK||Manager of Public Market Strategies/Sr Research Analyst||Article|
The Colony Group New Location/Offices
The Colony Group Acquisitions
|2019-01-08||Aurora Financial Advisors LLC||Article|
|2019-03-19||Steinberg Global Asset Management, Ltd.||Article|