Columbia Asset Management, LLC

Columbia Asset Management, LLC (CRD# 124174) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $434,110,423 in 626 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    434
    MILLION
  • Total Number of Accounts
    626
    ACCOUNTS
  • Average Account Value
    $693,467
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Columbia Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian H. Weisman
CRD#: 4618000
213 West Liberty St, Suite 110, Ann Arbor, MI 48104
90
Wealthminder
score

Brian Weisman (CRD# 4618000) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry. Brian Weisman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charlie J. Cook
CRD#: 5370514
213 West Liberty St, Suite 110, Ann Arbor, MI 48104
89
Wealthminder
score

Charlie Cook (CRD# 5370514) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has over 2 years of experience in the finance industry.

3
Linda M. Meadows
CRD#: 5037884
213 West Liberty St, Suite 110, Ann Arbor, MI 48104
87
Wealthminder
score

Linda Meadows (CRD# 5037884) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.

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