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COLUMBIA ASSET MANAGEMENT, L.L.C.
CRD 124174 · SEC 801-62115
924 N MAIN STREET, SUITE 1, ANN ARBOR, MI, 48104, United States
Phone
734-665-1455
Fax
734-665-4003
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.20B
Discretionary AUM
$1.10B
Team
7 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $65.7M |
| High net worth individuals | 210 | $954.7M |
| Charitable organizations | 20 | $179.6M |
States served
MI
All web addresses on file
Official SEC filing: View on IAPD