Columbia Benefits, LLC
Columbia Benefits, LLC (CRD# 132261) is a financial advisory firm headquartered in Centennial, CO. They manage $46,530,000 in 317 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management47MILLION
Total Number of Accounts317ACCOUNTS
Average Account Value$146,782
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
Gary Davis (CRD# 1241738) is an Investment Advisor Representative working at Columbia Benefits, LLC in Centennial, CO and has over 20 years of experience in the finance industry.