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

More Retirement Planning firms in Boston, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Boston, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.