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COLUMBIA BENEFITS, LLC
CRD 132261 · SEC 801-131876
1720 S. BELLAIRE STREET, SUITE 410, DENVER, CO, 80222, United States
Phone
303-759-1100
Fax
303-759-1104
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.2M
Discretionary AUM
$116.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $14.3M |
| High net worth individuals | 48 | $81.1M |
| Pension/profit sharing plans | 26 | $20.6M |
| Corporations/business entities | 3 | $158K |
States served
CO, NV, WY, TX
All web addresses on file
Official SEC filing: View on IAPD