Columbia Management Investment Advisers, LLC
Columbia Management Investment Advisers, LLC (CRD# 108257) is a financial advisory firm headquartered in Boston, MA. They manage $427,057,574,198 in 5,495 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management427,058MILLION
-
Total Number of Accounts5,495ACCOUNTS
-
Average Account Value$77,717,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
David Pezzella (CRD# 6416837) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
Ashley Pham (CRD# 5576012) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 15 years of experience in the finance industry.
Deirdre Pirozzi (CRD# 6988283) 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.
David Pullman (CRD# 5891559) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Denver, CO and has over 11 years of experience in the finance industry.
Greig Rance (CRD# 5035648) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 15 years of experience in the finance industry.
Gary Rawdon (CRD# 2630982) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 27 years of experience in the finance industry.
Megan Reilly (CRD# 6854593) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 6 years of experience in the finance industry.
Tachera Roberts (CRD# 5738508) 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.
Peter Schortmann (CRD# 2357321) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 30 years of experience in the finance industry.
Gregory Sellers (CRD# 2657636) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 28 years of experience in the finance industry.