Columbia Partners, L.l.c. Investment Management

Columbia Partners, L.l.c. Investment Management (CRD# 107855) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $2,296,054,142 in 242 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,296
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $9,487,827
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Columbia Partners, L.l.c. Investment Management
Showing 1 - 8 of 8 top financial advisors.
1
Rhys H. Williams
CRD#: 1768257
5425 Wisconsin Avenue, Suite 700, Chevy Chase, MD 20815
96
Wealthminder
score

Rhys Williams (CRD# 1768257) is an Investment Advisor Representative working at Columbia Partners, L.l.c. Investment Management in Chevy Chase, MD and has over 29 years of experience in the finance industry.

2
Steven J. Binder
CRD#: 1660514
1775 Pennsylvania Avenue, N.w., 10th Floor, Washington, DC 20006
93
Wealthminder
score

Steven Binder (CRD# 1660514) is an Investment Advisor Representative working at Columbia Partners, L.l.c. Investment Management in Washington, DC and has over 23 years of experience in the finance industry.

3
Van A. Clayton
CRD#: 4548498
1775 Pennsylvania Avenue, N.w. ,10th Fl, Washington, DC 20006
93
Wealthminder
score

Van Clayton (CRD# 4548498) is an Investment Advisor Representative working at Columbia Partners, L.l.c. Investment Management in Washington, DC and has over 16 years of experience in the finance industry.

4
Terence W. Collins
CRD#: 2532502
1775 Pennsylvania Avenue, N.w., 10th Floor, Washington, DC 20006
93
Wealthminder
score

Terence Collins (CRD# 2532502) is an Investment Advisor Representative working at Columbia Partners, L.l.c. Investment Management in Washington, DC and has over 23 years of experience in the finance industry.

5
Gary S. Dickinson
CRD#: 2642184
1775 Pennsylvania Avenue, N.w., 10th Floor, Washington, DC 20006
93
Wealthminder
score

Gary Dickinson (CRD# 2642184) is an Investment Advisor Representative working at Columbia Partners, L.l.c. Investment Management in Washington, DC and has over 21 years of experience in the finance industry.

6
Timothy A. Talley
CRD#: 2395243
1775 Pennsylvania Avenue, N.w., 10th Floor, Washington, DC 20006
93
Wealthminder
score

Timothy Talley (CRD# 2395243) is an Investment Advisor Representative working at Columbia Partners, L.l.c. Investment Management in Washington, DC and has over 23 years of experience in the finance industry.

7
Mary L. Toler
CRD#: 2118654
1775 Pennsylvania Avenue, N.w., 10th Floor, Washington, DC 20006
93
Wealthminder
score

Mary Toler (CRD# 2118654) is an Investment Advisor Representative working at Columbia Partners, L.l.c. Investment Management in Washington, DC and has over 22 years of experience in the finance industry.

8
Robert A. Vonpentz
CRD#: 1965841
5425 Wisconsin Avenue, Suite 700, Chevy Chase, MD 20815
93
Wealthminder
score

Robert Vonpentz (CRD# 1965841) is an Investment Advisor Representative working at Columbia Partners, L.l.c. Investment Management in Chevy Chase, MD and has over 22 years of experience in the finance industry.

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