Colonial Consulting, LLC is a large advisory firm based in New York. It manages $211.42 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Connecticut, Florida, and 7 other states.
Colonial Consulting provides portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and workshops, and investment consulting services including asset allocation strategy,investment objectives,performance measurement,. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Colonial Consulting, LLC is $211.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Colonial Consulting, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based 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 firm provides services to charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Matthew Van Kirk is charitable organizations with 129 clients and $211.42 million of assets under management. Among the 10 most similar advisory firms, Colonial Consulting has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $211.42 million for 143 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Colonial Consulting doesn't advise any private funds.
The company employs 63 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Matthew Van Kirk has been acting as President since 1 Jan 2006. Thomas Alan Bockhorst joined the executive team most recently as the Chief Compliance Officer.
The principal office where Colonial Consulting, LLC performs its advisory services is located at 750 Third Avenue, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-218-4900 or by fax 212-218-4930. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at colonialconsulting.com and its LinkedIn profile.