COLUMBUS INVESTMENT ADVISORY INC.

68 North High Street
Building C
New Albany, Ohio 43054-7101
Tel: 614-882-1418

About COLUMBUS INVESTMENT ADVISORY INC.

COLUMBUS INVESTMENT ADVISORY INC, formally registered with the SEC as COLUMBUS INVESTMENT ADVISORY INC. The firm was established in 02/09/1996. They have over 1 offices throughout the country.

COLUMBUS INVESTMENT ADVISORY INC. is a New Albany, Ohio based Financial Planning firm with nearly $345,471,029 assets under management, offering retirement planning & investment advisory services to 104 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104595
SEC#	801-51052
Assets Managed by Firm	$345,471,029
No. of Clients	104
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (FINANCIAL CONSULTING.)

Firm Client Information

	No. of Clients	AUM
Firm Total	104	$345,471,029
Individuals (other than high net worth individuals)	76	$101,427,944
High net worth individuals	20	$238,025,568
Charitable organizations	8	$6,017,517

More Retirement Planning firms in New Albany, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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