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).
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Total Assets Under Management427,058MILLION
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Total Number of Accounts5,495ACCOUNTS
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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
Robert Stark (CRD# 4442418) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Tampa, FL and has over 22 years of experience in the finance industry.
Daniel Steele (CRD# 2528336) 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.
Matthew Steiger (CRD# 5679483) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Minneapolis, MN and has over 7 years of experience in the finance industry.
Alexis Stein (CRD# 6347183) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 7 years of experience in the finance industry.
Andrew Stevenson (CRD# 4584598) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Summit, NJ and has over 18 years of experience in the finance industry.
Gene Tannuzzo (CRD# 4697554) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has 1 year of experience in the finance industry.
Michael Tempesta (CRD# 2620884) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 26 years of experience in the finance industry.
Gary Terpening (CRD# 3142294) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 24 years of experience in the finance industry.
Nathaniel Thompson (CRD# 6450696) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 9 years of experience in the finance industry.
Nicole Vance (CRD# 6334437) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 8 years of experience in the finance industry.