Skip to main content

THE BOLLARD GROUP LLC

SEC Form ADV profile.

Total regulatory AUM
$6,724,565,893
Discretionary
$6,491,735,513
Non-discretionary
$232,830,380

Firm details

CRD number
155317
SEC file number
801-72749
Main office
BOSTON, MA, United States
Employees
29
SEC status
Approved
Fee structure
Percentage of AUM Hourly Performance-based

As of October 2026.