BAY COLONY ADVISORY GROUP, INC.

BAY COLONY ADVISORS
CONCORD, Massachusetts·3 registered advisors·CRD# 152583
SEC# 801-10779219978-369-7200
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PLATFORM FEE FROM SUB-ADVISERS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BAY COLONY ADVISORY GROUP, INC.

3 registered advisors
James Clements Catacchio
CONCORD, Massachusetts
John Winthrop Ohl
CONCORD, Massachusetts
Pamela Jean Bakos
CONCORD, Massachusetts
05

Office Locations

CONCORD, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. BAY COLONY ADVISORY GROUP, INC. (CRD# 152583) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.