Overview
Assets Under Management: $116 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 48
Average Client Assets: $1.7 million
Frequently Asked Questions
COLUMBIA BENEFITS, LLC 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 #132261), COLUMBIA BENEFITS, LLC is subject to fiduciary duty under federal law.
COLUMBIA BENEFITS, LLC is headquartered in DENVER, CO.
COLUMBIA BENEFITS, LLC serves 48 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, COLUMBIA BENEFITS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
COLUMBIA BENEFITS, LLC manages $116 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, COLUMBIA BENEFITS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.85%
Average Client Assets: $1.7 million
Total Client Accounts: 130
Discretionary Accounts: 130
Regulatory Filings
CRD Number: 132261
Filing ID: 2076712
Last Filing Date: 2026-03-31 13:22:18