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
William Wesnofske (CRD# 6363906) 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.
Paul Wick (CRD# 1733719) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 36 years of experience in the finance industry.
Donald Wilhelm (CRD# 2714116) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Scarsdale, NY and has over 28 years of experience in the finance industry.
Jacob Williams (CRD# 6778542) 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.
Mark Woell (CRD# 4445985) 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.
Andrew Wright (CRD# 1605170) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 37 years of experience in the finance industry.
Preston Wright (CRD# 4717354) 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.
Marc Zeitoun (CRD# 2639942) 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.
Jason Zubiel (CRD# 4494705) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 21 years of experience in the finance industry.
Matthew Carlisle (CRD# 2094707) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 33 years of experience in the finance industry.