Ian Douglas Barclay

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1994 → 12/2016
  Jones Barclay Boston And Company
  Denver, CO
• 01/2017 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 1999-01-01 → 2017-01-24
  Jones Barclay Boston & Co.
  Denver, CO