Colonial Consulting Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Colonial Consulting, registered in 2004, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 22 advisors. Colonial Consulting manages $737.9 million and provides investment advisory services for 7 clients (1:1 advisor/client ratio).


Firm Information Value
Overall Rating
Minimum Investment No data
Average Client Balance $105,414,668
Total AUM $737.9 million
Advisor / Client Ratio 1:1
Headquarters New York, NY
SEC Filings View SEC IAPD CRD #131570
State(s) Registered CA, CT, FL, GA, LA, NY, PA, TX, VT, VA, WI

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.