Columbia Benefits, LLC

Columbia Benefits, LLC (CRD# 132261) is a financial advisory firm headquartered in Centennial, CO. They manage $58,180,422 in 144 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $404,031
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
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.

CO, LA, TX, WY

Financial Advisors at Columbia Benefits, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary P. Davis
CRD#: 1241738
7200 S. Alton Way, Suite B-210, Centennial, CO 80112
96
Wealthminder
score

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.

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