Columbia Benefits, LLC
Columbia Benefits, LLC (CRD# 132261) is a financial advisory firm headquartered in Denver, CO. They manage $98,875,190 in 183 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management99MILLION
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Total Number of Accounts183ACCOUNTS
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Average Account Value$540,302
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, NV, TX, WY
Financial Advisors at Columbia Benefits, LLC
1
Gary Davis (CRD# 1241738) is an Investment Advisor Representative working at Columbia Benefits, LLC in Centennial, CO and has over 26 years of experience in the finance industry.
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