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).
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Total Assets Under Management240MILLION
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Total Number of Accounts1,652ACCOUNTS
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Average Account Value$145,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, FL, ID, MT, OR, TX, WA
John Bevan (CRD# 5980803) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 12 years of experience in the finance industry.
Tyson Blake (CRD# 4688694) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 20 years of experience in the finance industry.
Matthew Foust (CRD# 4489553) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 22 years of experience in the finance industry.
Kyle Knigge (CRD# 4986098) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 7 years of experience in the finance industry.
Jeremy Russell (CRD# 6482069) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 8 years of experience in the finance industry.
Brian Schafer (CRD# 6440829) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 9 years of experience in the finance industry.
Keith Browning (CRD# 7418495) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 2 years of experience in the finance industry.
Soracha Haley (CRD# 7533057) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has 1 year of experience in the finance industry.
Kimberly Smith (CRD# 7142249) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 4 years of experience in the finance industry.