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COLUMBIA ADVISORY PARTNERS, LLC
CRD 171616 · SEC 801-116703
6501 N CEDAR ROAD, BUILDING 4, SUITE C, SPOKANE, WA, 99208, United States
Phone
509-822-3850
Fax
509-822-3850
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$312.6M
Discretionary AUM
$243.0M
Team
19 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 445 | $112.9M |
| High net worth individuals | 185 | $183.7M |
| Pooled investment vehicles | 1 | $16.0M |
States served
AZ, CA, ID, MI, MT, NE, NC, ND, OR, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD