Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominic? Claim Your ProfileDominic Dina is an Investment Advisor Representative at The Colony Group, LLC, a firm with over $50 billion in assets under management. Dominic is registered in Colorado. Dominic holds the Certified Financial Planner designation. Dominic has prior experience in the financial industry, having previously worked at Walgreens, North Central College, First American Bank, DHJJ, Altair Advisers, and Neuqua Valley High School. The Colony Group, LLC provides portfolio management services to individuals, families, and institutions. They specialize in financial planning, pension consulting, portfolio management, and family office services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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CO
08/01/2023 - Present
THE Colony Group, LLC (Denver CO)
Active
Inactive
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