Columbia Asset Management, LLC
Columbia Asset Management, LLC (CRD# 124174) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $794,811,645 in 1,176 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management795MILLION
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Total Number of Accounts1,176ACCOUNTS
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Average Account Value$675,860
- 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
MI
Charlie Cook (CRD# 5370514) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has over 10 years of experience in the finance industry.
Linda Meadows (CRD# 5037884) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has over 7 years of experience in the finance industry.
Christen Sando (CRD# 6953340) is an Investment Advisor Representative working at Columbia Asset Management, LLC in San Jose, CA and has over 5 years of experience in the finance industry.
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.
Emma Hutton (CRD# 7314549) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has over 3 years of experience in the finance industry.
Kory Salagean (CRD# 7270975) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has over 3 years of experience in the finance industry.