Overview
Assets Under Management: $980 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 205
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.92
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,324
Discretionary Accounts: 1,318
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 124174
Last Filing Date: 2024-05-23 00:00:00
Website: https://columbiaasset.com