Columbia Financial Advisors Inc.

Columbia Financial Advisors Inc. (CRD# 110392) is a financial advisory firm headquartered in Houston, TX. They manage $55,648,144 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Columbia Financial Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
Harold S. Goldstein
CRD#: 4387515
1 Greenway Plaza, Suite 850, Houston, TX 77046

Harold Goldstein (CRD# 4387515) is an Investment Advisor Representative working at Columbia Financial Advisors Inc. in Houston, TX and has 1 year of experience in the finance industry.

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