Columbia Square Wealth Management LLC

Columbia Square Wealth Management LLC (CRD# 309447) is a financial advisory firm headquartered in , . They manage $534,760 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.columbiasquarewealth.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $76,394
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Columbia Square Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Cook, financial advisor Richland WA
Charles A. Cook
CRD#: 2957900
Richland, WA

Charles Cook (CRD# 2957900) is an Investment Advisor Representative working at Columbia Square Wealth Management LLC in Richland, WA and has over 24 years of experience in the finance industry.

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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