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COLUMBIA PACIFIC ADVISORS, LLC

1910 Fairview Ave East
Suite 300
Seattle, Washington 98102-3620
Tel: 206-728-9063

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About COLUMBIA PACIFIC ADVISORS, LLC

COLUMBIA PACIFIC ADVISORS, LLC, formally registered with the SEC as COLUMBIA PACIFIC ADVISORS, LLC. The firm was established in 01/10/2007. They have over 1 offices throughout the country.

COLUMBIA PACIFIC ADVISORS, LLC is a Seattle, Washington based Financial Planning firm with nearly $1,241,893,483 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 87 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#142725
SEC#801-67453
Assets Managed by Firm$1,241,893,483
No. of Clients15
No. of Advisors87

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total15$1,241,893,483
High net worth individualsFewer than 5 clients$319,814

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