COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

290 Congress Street
Boston, Massachusetts 02210
Tel: 800-225-2365

About COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC, formally registered with the SEC as COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC. The firm was established in 12/20/1985. They have over 10 offices throughout the country.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $427,057,574,198 assets under management, offering retirement planning & investment advisory services to 5495 clients. The firm is staffed with 1008 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108257
SEC#	801-25943
Assets Managed by Firm	$427,057,574,198
No. of Clients	5495
No. of Advisors	1008

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS)

Firm Client Information

	No. of Clients	AUM
Firm Total	5495	$427,057,574,198
Individuals (other than high net worth individuals)	1630	$538,914,143
High net worth individuals	250	$1,333,040,753
Pension and profit sharing plans	112	$20,661,168,243
Charitable organizations	58	$1,156,812,467
Corporations or other businesses	185	$33,016,781,281

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