COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

290 Congress Street
Boston, Massachusetts 2210
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 8 offices throughout the country.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $388,388,690,314 assets under management, offering retirement planning & investment advisory services to 5163 clients. The firm is staffed with 1010 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108257
SEC#	801-25943
Assets Managed by Firm	$388,388,690,314
No. of Clients	5163
No. of Advisors	1010

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5163	$388,388,690,314
Individuals (other than high net worth individuals)	1395	$412,387,617
High net worth individuals	216	$1,201,829,350
Pension and profit sharing plans	113	$17,763,712,969
Charitable organizations	59	$1,164,887,849
Corporations or other businesses	215	$29,911,600,812

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