THE BOLLARD GROUP LLC

BOSTON, Massachusetts·2 registered advisors·CRD# 155317

SEC# 801-727490617-720-5800

01

Firm Overview

AUM

$5.7B

Regulatory assets under management

Employees

29

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at THE BOLLARD GROUP LLC

2 registered advisors

Anastasios Nmn Parafestas

BOSTON, Massachusetts

BOSTON, Massachusetts

05

Office Locations

BOSTON, Massachusetts

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Data sourced from SEC Form ADV filings. THE BOLLARD GROUP LLC (CRD# 155317) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.