Columbia Management Investment Advisers, LLC

Columbia Management Investment Advisers, LLC (CRD# 108257) is a financial advisory firm headquartered in Boston, MA. They manage $350,183,710,751 in 4,675 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    350,184
    MILLION
  • Total Number of Accounts
    4,675
    ACCOUNTS
  • Average Account Value
    $74,905,607
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Columbia Management Investment Advisers, LLC
Showing 1 - 10 of 246 top financial advisors.
1
William H. Borders
CRD#: 3173367
225 Franklin Street, Boston, MA 02110
96
Wealthminder
score

William Borders (CRD# 3173367) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 13 years of experience in the finance industry.

2
Andrew R. Dieter
CRD#: 5164048
Cleveland, OH
96
Wealthminder
score

Andrew Dieter (CRD# 5164048) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Cleveland, OH and has over 11 years of experience in the finance industry. Andrew Dieter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Fulginiti
CRD#: 1229045
225 Franklin Street, Boston, MA 02110
96
Wealthminder
score

Michael Fulginiti (CRD# 1229045) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 34 years of experience in the finance industry.

4
William R. Graves
CRD#: 2839665
225 Franklin Street, Boston, MA 02110
96
Wealthminder
score

William Graves (CRD# 2839665) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 20 years of experience in the finance industry.

5
Anne F. Holloran
CRD#: 1982319
707 2nd Avenue South, Minneapolis, MN 55474
96
Wealthminder
score

Anne Holloran (CRD# 1982319) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Minneapolis, MN and has over 28 years of experience in the finance industry.

6
Daniel J. Keefe
CRD#: 6086459
225 Franklin Street, Boston, MA 02110
96
Wealthminder
score

Daniel Keefe (CRD# 6086459) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 5 years of experience in the finance industry. Daniel Keefe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Mary Jo Kohman
CRD#: 1723275
707 2nd Ave S, Minneapolis, MN 55402
96
Wealthminder
score

Mary Jo Kohman (CRD# 1723275) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Minneapolis, MN and has over 29 years of experience in the finance industry. Mary Jo Kohman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Douglas P. Lewis
CRD#: 2124947
2219 Paseo Saucedal, Carlsbad, CA 92008
96
Wealthminder
score

Douglas Lewis (CRD# 2124947) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Carlsbad, CA and has over 27 years of experience in the finance industry. Douglas Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Patrick M. McConnell
CRD#: 4655813
225 Franklin Street, Boston, MA 02110
96
Wealthminder
score

Patrick McConnell (CRD# 4655813) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 14 years of experience in the finance industry. Patrick McConnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Daniel M. Milligan
CRD#: 5211761
225 Franklin Street, Boston, MA 02110
96
Wealthminder
score

Daniel Milligan (CRD# 5211761) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 11 years of experience in the finance industry.

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