COLONY FAMILY OFFICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$3,362,394,020
Discretionary
$3,316,138,803
Non-discretionary
$46,255,217
Firm details
- CRD number
- 167017
- SEC file number
- 801-77764
- Main office
- CHARLOTTE, NC, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.