The Bollard Group LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 155317
- Registered since
- October 14, 2011
- Website
- www.bollard.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI79.16%
- Pooled Investment Vehicles20.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
The Bollard Group LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles, and it also performs manager selection for third-party advisers. Fee arrangements include percentage-of-AUM fees alongside hourly charges and performance-based fees. The firm reports being an active ESG investor and remains structured as an individually owned, non–multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- US Government Bonds23%
- Investment Grade Corp Bonds3%
- Other2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1George Hibbard
Chief Compliance OfficerCRD 4726702
Contacts
3 of 3Anastasios Parafestas
Managing MemberCRD 5879630
Jean Qiu
Accounting ManagerCRD 6969283
Silvestro Calabrese
PartnerCRD 5955216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$34.2M in ETFs
99%
$33.8M
0%
$376K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $6.2M | 10,732 | 18.11% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Joy St
- Time zone
- ET (UTC-5)
- Office locations
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