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).
Total Assets Under Management56MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$13,912,036
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.