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Malon W Courts

Colony Capital Management, LLC

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About Malon W Courts

Malon Courts is an investment advisor representative with Colony Capital Management, LLC. Malon has been in the industry since September 1993 and has been registered with the state of Georgia since May 2004. Malon holds a Series 65 license and a Series 3 license. Malon is also the president of Atlantic Investment Company, a privately held company that focuses on public and private equity as well as real estate investments in metro Atlanta. Malon specializes in portfolio management for businesses and individuals. Colony Capital Management, LLC provides financial services to charitable organizations, corporations or other businesses, high net worth individuals, individuals other than high net worth, and pension and profit sharing plans.

Firm Information

Malon Courts is currently registered with Colony Capital Management, LLC. Colony Capital Management, LLC is an investment advisor headquartered in [Main office location]. They manage approximately $46,200,540 in assets for 25 clients, primarily high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Their services include portfolio management for businesses and individuals.

$46.20M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Malon Courts’s Registration & Firm History

GA

05/24/2004 - Present

Colony Capital Management, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 05/21/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/2022

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Malon W Courts.
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