COLUMBIA ASSET MANAGEMENT, L.L.C.

924 N Main Street
Suite 1
Ann Arbor, Michigan 48104
Tel: 734-665-1455

About COLUMBIA ASSET MANAGEMENT, L.L.C.

COLUMBIA ASSET MANAGEMENT, LLC, formally registered with the SEC as COLUMBIA ASSET MANAGEMENT, LLC. The firm was established in 06/12/2003. They have over 1 offices throughout the country.

COLUMBIA ASSET MANAGEMENT, L.L.C. is a Ann Arbor, Michigan based Financial Planning firm with nearly $979,856,441 assets under management, offering retirement planning & investment advisory services to 1324 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124174
SEC#	801-62115
Assets Managed by Firm	$979,856,441
No. of Clients	1324
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1324	$979,856,441
Individuals (other than high net worth individuals)	198	$63,084,157
High net worth individuals	207	$798,153,149
Charitable organizations	21	$118,619,135

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