Columbia Benefits, LLC

Columbia Benefits, LLC (CRD# 132261) is a financial advisory firm headquartered in Denver, CO. They manage $98,875,190 in 183 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1720 S. Bellaire Street, Suite 410, Denver, CO 80222
http://cbadvisors.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $540,302
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
The map below shows states where this firm has explicit registration only.

CO, NV, TX, WY

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

Gary Davis (CRD# 1241738) is an Investment Advisor Representative working at Columbia Benefits, LLC in Centennial, CO and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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