Colony Family Offices, Llc, NC — Investment Adviser | BuildTrust

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COLONY FAMILY OFFICES, LLC

Investment AdviceCHARLOTTE, NC

Assets Under Management

$3B

Total AUM

Donut chart: Discretionary 2.9B, Non-Discretionary 58.6M
Category	Value
Discretionary	2.9B
Non-Discretionary	58.6M

Adviser Information

Field	Value
CRD Number	167017
SEC Number	801-77764
Street Address	4250 CONGRESS STREET
Street Address 2	SUITE 175
Location	CHARLOTTE, NC 28209
Country	United States
Phone	704-285-7300
Fax	704-285-7301
Total Employees	15

Client Count by Type (587 Total)

Horizontal bar chart: High Net Worth Individual… 560, Charitable Organizations 27
Category	Value
High Net Worth Individual…	560
Charitable Organizations	27