BAY Colony Advisors
Firm details
- Headquarters
- Concord, Massachusetts
- CRD number
- 152583
- Registered since
- May 17, 2016
- Website
- baycolonyadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI59.2%
- Individuals37.77%
- Pension & Profit Sharing Plans2.91%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
BAY Colony Advisors is an independent SEC-registered investment advisor (registered in 2016) that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, along with pension consulting and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM, hourly and fixed-fee structures, and it offers bespoke billing options as needed. BAY Colony does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities42%
- US Government Bonds6%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
Owners & executives
1 of 1
John Ohl
Chief Executive OfficerCRD 1548196
Contacts
3 of 28
Matthew Graham
Investment Advisor RepresentativeCRD 5372368
Ethan Freishtat
Wealth Management AdvisorCRD 4187648
Jacob Murray
Wealth Management AdvisorCRD 5866537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 309Active vs passive
$680M in ETFs
61%
$411M
37%
$269M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $54.3M | 1,100,905 | 7.98% |
Location
Concord, MA
Middlesex
Location
Concord, MA
Headquartered in Concord, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 86 Baker Avenue Ext
- Time zone
- ET (UTC-5)
- Office locations
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