Colony Park Financial Services LLC. is a large advisory firm based in Greenville. It manages $228.25 million of regulatory assets for 941 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Florida, Georgia, and 15 other states.
Colony Park Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Colony Park Financial Services LLC. is $228.25 million. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Colony Park Financial Services LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Colony Park Financial Services LLC. performs its advisory services is located at 800 East North St., Greenville, SC 29601, which is also the mailing address of the firm. An additional office of the firm is in Dublin, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 864-679-4701 or by fax 864-631-1902. The normal business hours are 8:30 a.m.-5 p.m. on Monday - Friday. You can find more information about the New York firm at colonyparkfinancial.com.