Overview
Assets Under Management: $980 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 205
Average Client Assets: $4 million
Frequently Asked Questions
COLUMBIA ASSET MANAGEMENT, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124174), COLUMBIA ASSET MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
COLUMBIA ASSET MANAGEMENT, L.L.C. is headquartered in ANN ARBOR, MI.
COLUMBIA ASSET MANAGEMENT, L.L.C. serves 205 high-net-worth clients according to their SEC filing dated May 23, 2024. View client details ↓
According to their SEC Form ADV, COLUMBIA ASSET MANAGEMENT, L.L.C. offers financial planning and portfolio management for individuals. View all service details ↓
COLUMBIA ASSET MANAGEMENT, L.L.C. manages $980 million in client assets according to their SEC filing dated May 23, 2024.
According to their SEC Form ADV, COLUMBIA ASSET MANAGEMENT, L.L.C. serves high-net-worth individuals. View client details ↓
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