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BAY COLONY ADVISORS

BAY COLONY ADVISORY GROUP, INC.

CRD 152583 · SEC 801-107792

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86 BAKER AVENUE EXTENSION, SUITE 310, CONCORD, MA, 01742, United States

Phone

978-369-7200

Fax

617-249-1807

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.43B

Discretionary AUM

$1.38B

Team

36 total employees; 30 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; PLATFORM FEE FROM SUB-ADVISERS

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals1786$542.0M
High net worth individuals864$849.5M
Pension/profit sharing plans8$41.7M
Corporations/business entities10$1.7M

States served

VT, AZ, CA, CO, GA, IA, KS, LA, ME, MD, MA, MI, NV, NJ, NY, NC, PA, RI, SC, UT, VA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD