Columbia Advisory Partners, LLC

Columbia Advisory Partners, LLC (CRD# 171616) is a financial advisory firm headquartered in Spokane, WA. They manage $240,250,000 in 1,652 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
3918 N Post St, Spokane, WA 99205
https://www.capnorthwest.com
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $145,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, MT, OR, TX, WA

Financial Advisors at Columbia Advisory Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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