Be advised. This firm is no longer registered.

Columbia Financial Advisors LLC

Columbia Financial Advisors LLC (CRD# 108926) is a financial advisory firm headquartered in Columbia, MD. They manage $10,154,301 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10500 Little Patuxent Pkwy, Suite 770, Columbia, MD 21044
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $158,661
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Columbia Financial Advisors LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals