Colony Family Offices LLC
Legal Name: COLONY FAMILY OFFICES, LLC
Full Contact Details
Colony Family Offices LLC
4250 CONGRESS STREET, SUITE 175, CHARLOTTE, NC
704-285-7300
704-285-7301
Other Info
Colony Family Offices, LLC is a North Carolina based Limited Liability Company with a team of twelve employees, including four advisors. Although the number of its clients is unknown, the firm's SEC registration status is currently approved, reflecting its compliance with relevant regulatory requirements since 2013.
Colony Family Offices - Wealth Planning, Investment Management & Fiduciary Services - Charlotte, NC
Wealth Planning, Investment Management & Fiduciary Services - Charlotte, NC
Direct Owners
-
ERIC DEAN RIDENOUR
MANAGING DIRECTOR owns more than 50% but less than 75%
-
SARAH KATHERINE BROCK
CHIEF COMPLIANCE OFFICER owns less than 5%
-
SUSAN ANNETTE BRIDGES
MEMBER owns more than 10% but less than 25%
-
WYMAN THOMAS BYRD
CHIEF INVESTMENT STRATEGIST owns more than 10% but less than 25%
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