The Colony Group LLC
Nom légal: THE COLONY GROUP, LLC
Autre info
The Colony Group LLC, légalement connue sous le nom de THE COLONY GROUP, LLC, est une société à responsabilité limitée DE qui emploie 185 personnes, dont 120 travaillent dans des rôles consultatifs. Avec 260 clients, leur statut SEC est répertorié comme approuvé à partir du 7 décembre 2011.
Wealth & Business Management Advisors - The Colony Group
Wealth and business management advisors for successful individuals, families, businesses, institutions and non-profit organizations.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Propriétaires directs
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BRIAN WILLIAM KATZ
PRESIDENT OF COLONY INVESTMENT MANAGEMENT & CHIEF INVESTMENT OFFICER possède Moins de 5%
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ELISABETH LOUISE TALBOT
MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR possède Moins de 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) possède 75% ou plus
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GINA KULIG BRADLEY
CHIEF OPERATING OFFICER & GENERAL COUNSEL possède Moins de 5%
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JOHN CHRISTOPHER WHITE
CHIEF ADMINISTRATIVE OFFICER possède Moins de 5%
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MICHAEL JEFFREY NATHANSON
CHAIRMAN & CEO possède Moins de 5%
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RICHARD DAVID STEINBERG
CHIEF MARKET STRATEGIST possède Moins de 5%
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ROBERT JAMES GLOVSKY
VICE CHAIR AND SENIOR WEALTH ADVISOR possède Moins de 5%
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RONALD JOSEPH RUBIN
PRESIDENT, VICE CHAIRMAN, AND CHIEF CULTURAL OFFICER possède Moins de 5%
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STEPHEN RAYMOND STELLJES
PRESIDENT OF CLIENT SERVICES possède Moins de 5%
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STEPHEN THOMAS SADLER
MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR possède Moins de 5%
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TERRI ANN FEENEY
CHIEF FINANCIAL OFFICER possède Moins de 5%
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VINCENT JOSEPH GRATCH
CHIEF COMPLIANCE OFFICER possède Moins de 5%
Propriétaires indirects
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FOCUS FINANCIAL PARTNERS INC.
MEMBER possède 75% ou plus
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER possède 75% ou plus
Les gardiens
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FIDELITY BROKERAGE SERVICES LLC
États Unis -
MORGAN STANLEY SMITH BARNEY LLC
États Unis
Entreprises situées à proximité
- Amundi Pioneer Institutional Asset Management Inc
- Monarch Partners Asset Management LLC
- Foster Dykema Cabot & Co Incorporated
- Portolan Capital Management LLC
- Single Point Partners LLC
- Albert D Mason Inc
- ABRY Partners II LLC
- Appleton Partners Inc
- TIAA Endowment & Philanthropic Services LLC
- Tekla Capital Management LLC
Nouvelles
- The Colony Group LLC: A Q3 2022 vs. Q4 2022 13F Holdings Comparison
- Colony Capital Acquires Digital Bridge Holdings for $325 Million and Announces Planned Strategic Initiatives to Become the Premier Platform for Digital Infrastructure and Real Estate
- Harvest Capital Management To Join Focus Partner Firm The Colony Group
- Kathryn Collings Joins Focus Partner Firm The Colony Group
Principaux fonds
- Apple Inc $33,933k
- AMGEN INC $23,265k
- American Express Co. $18,265k
- ACCENTURE PLC IRELAND $17,751k
- Amazon.com Inc $14,943k
- ALLERGAN PLC $12,599k
- AT&T INC $11,844k
- ALLISON TRANSMISSION HOLDING $3,462k
- AMERICAN TOWER CORP NEW $3,321k
- ASPEN TECHNOLOGY INC $3,287k