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Home > Retirement Planners > washington > spokane > COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC
3918 N Post St
Spokane, Washington 99205
Tel: 509-822-3850
About COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC, formally registered with the SEC as COLUMBIA ADVISORY PARTNERS, LLC. The firm was established in 05/30/2019. They have over 4 offices throughout the country.
COLUMBIA ADVISORY PARTNERS, LLC is a Spokane, Washington based Financial Planning firm with nearly $240,250,000 assets under management, offering retirement planning & investment advisory services to 1652 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171616 |
| SEC# | 801-116703 |
| Assets Managed by Firm | $240,250,000 |
| No. of Clients | 1652 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1652 | $240,250,000 |
| Individuals (other than high net worth individuals) | 456 | $108,500,000 |
| High net worth individuals | 108 | $127,250,000 |
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|---|---|---|---|
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