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
Daniel Milligan (CRD# 5211761) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 17 years of experience in the finance industry.
Christopher Milliken (CRD# 3038801) 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.
Nicholas Moss (CRD# 5133409) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Brookfield, WI and has over 14 years of experience in the finance industry.
Isaiah Nelsen (CRD# 6658374) 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.
George Norcross (CRD# 3109588) 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.
Daniel O'shea (CRD# 5365597) 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.
Patrick Olk (CRD# 1483851) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Minneapolis, MN and has over 24 years of experience in the finance industry.
Darren Palmer (CRD# 4489638) 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.
Sheena Payne (CRD# 5720441) 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.
Charles Perosio (CRD# 4274914) 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.