Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > michigan > ann arbor > COLUMBIA ASSET MANAGEMENT, L.L.C.
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 |
More Retirement Planning firms in Ann Arbor, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Ann Arbor, Michigan