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
Kimberly Hayes (CRD# 5440735) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 16 years of experience in the finance industry.
Brandon Helms (CRD# 5225385) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Greensboro, NC and has over 17 years of experience in the finance industry.
Sarah Hentschel (CRD# 4016414) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 23 years of experience in the finance industry.
Anne Holloran (CRD# 1982319) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Minneapolis, MN and has over 34 years of experience in the finance industry.
Caroline Holt (CRD# 2483883) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Mount Pleasant, SC and has over 29 years of experience in the finance industry.
Thomas Howley (CRD# 2029164) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 23 years of experience in the finance industry.
Rex Hunsaker (CRD# 2473899) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 29 years of experience in the finance industry.
Thomas Jones (CRD# 2414885) 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.
Dhamandeep Judge (CRD# 5359292) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Bellevue, WA and has over 16 years of experience in the finance industry.
Jonathan Kallensee (CRD# 4986354) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 18 years of experience in the finance industry.