Columbia Management Investment Advisers, LLC
Columbia Management Investment Advisers, LLC (CRD# 108257) is a financial advisory firm headquartered in Boston, MA. They manage $427,057,574,198 in 5,495 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management427,058MILLION
-
Total Number of Accounts5,495ACCOUNTS
-
Average Account Value$77,717,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Sean Carroll (CRD# 6606418) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 6 years of experience in the finance industry.
John Clunan (CRD# 5364883) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 16 years of experience in the finance industry.
Brook Conley (CRD# 2740408) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 27 years of experience in the finance industry.
Grace Coulom (CRD# 5937783) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 11 years of experience in the finance industry.
Wayne Cummings (CRD# 4969755) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.
Kenneth Davis (CRD# 2422244) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Waxhaw, NC and has over 26 years of experience in the finance industry.
Stephen Decherico (CRD# 4992825) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 17 years of experience in the finance industry.
Joel Defelice (CRD# 6592005) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 8 years of experience in the finance industry.
Andrew Dieter (CRD# 5164048) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Rocky River, OH and has over 17 years of experience in the finance industry.
Haley Earls (CRD# 6408963) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 9 years of experience in the finance industry.