| Name | Title | Ownership | Since |
|---|---|---|---|
| James Clements Catacchio Control | President | 10-25% | 2025 |
| James Clements Catacchio Control | Chief Operations Officer | 10-25% | 2012 |
| John Winthrop Ohl Control | Ceo And Chief Compliance Officer | Over 75% | 2009 |
Bay Colony Advisory Group, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
Bay Colony Advisory Group, Inc. reports 36 employees.
Bay Colony Advisory Group, Inc. is based in Concord, MA and has been SEC-registered since 2016.
Bay Colony Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 86 Baker Avenue Extension, Suite 310, Concord, MA 01742 |
| Phone | 978-369-7200 |
| Fax | 617-249-1807 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.19B |
| Non-discretionary | $68.5M |
| Total (RAUM) | $1.26B |