Colonial Management Asssociates Inc is a large advisory firm based in Boston. It manages $11.88 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.
Colonial Management Asssociates provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Colonial Management Asssociates Inc is $11.88 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Colonial Management Asssociates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Roger Sayler has been acting as President since 1 Nov 2001. Martha Ellen Fox joined the executive team most recently as the Chief Compliance Officer.
The principal office where Colonial Management Asssociates Inc performs its advisory services is located at One Financial Center, Boston, MA 02111, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-426-3750 or by fax 617-345-0919. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.