Columbia Asset Management, LLC

Columbia Asset Management, LLC (CRD# 124174) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $642,643,938 in 889 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    643
    MILLION
  • Total Number of Accounts
    889
    ACCOUNTS
  • Average Account Value
    $722,884
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 - 6 of 6 top financial advisors.
1
Charlie J. Cook
CRD#: 5370514
924 N Main Street, Suite 1, Ann Arbor, MI 48104

Charlie Cook (CRD# 5370514) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has over 6 years of experience in the finance industry.

2
Linda M. Meadows
CRD#: 5037884
924 N Main Street, Suite 1, Ann Arbor, MI 48104

Linda Meadows (CRD# 5037884) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has over 4 years of experience in the finance industry.

3
Christen N. Sando
CRD#: 6953340
San Jose, CA

Christen Sando (CRD# 6953340) is an Investment Advisor Representative working at Columbia Asset Management, LLC in San Jose, CA and has over 2 years of experience in the finance industry.

4
Brian H. Weisman
CRD#: 4618000
924 N Main Street, Suite 1, Ann Arbor, MI 48104

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.

5
Emma R. Hutton
CRD#: 7314549
924 N Main Street, Suite 1, Ann Arbor, MI 48104

Emma Hutton (CRD# 7314549) 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.

6
Kory L. Salagean
CRD#: 7270975
924 N Main Street, Suite 1, Ann Arbor, MI 48104

Kory Salagean (CRD# 7270975) 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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