Arthur
Zaske

The Colony Group, LLC

CRD#475935
Investment Advisor
in Franklin, MI

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About this Advisor

Arthur Zaske is a financial advisor based in Franklin, Michigan, working with The Colony Group, LLC. Arthur has previously held positions at Insight 2811, Inc, Arthur Zaske & Associates, LLC, Interocean Capital Group, LLC, and The Colony Group, LLC. Arthur has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Arthur is part of The Colony Group, LLC, which operates out of Franklin, Michigan. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

31700 Telegraph Road Suite 260
Franklin, MI 48025

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The Colony Group, LLC Brokerage Details

Total Assets Under Management

$21,472,648,180

MI Average: $16,012,751,954
Total Number of Employees

549

MI Average: 118
Total Number of Accounts

20,909

MI Average: 4,567
Average Account Size

$1,026,957

MI Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Arthur Zaske Work History

2024 - Present (0 year)

The Colony Group, LLC

2023 - Present (1 year)

Interocean Capital Group, LLC

2016 - 2023 (7 years)

Arthur Zaske & Associates, LLC

1998 - 2016 (18 years)

Insight 2811, Inc

Disclosures

Please visit the SEC profile of Arthur Zaske to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Colony Group, LLC

Lori Stanger
Boston, MA
Joseph Midollo
Greenwich, CT
Daniel Lopez
Miami, FL
Rebecca Verr
Scottsdale, AZ
William Masse
Babylon, NY
Zi Wang
New York, NY
Daniel Tisser
Babylon, NY
Stephen Schuler
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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