Columbia Square Wealth Management LLC
Columbia Square Wealth Management LLC (CRD# 309447) is a financial advisory firm headquartered in , . They manage $534,760 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Columbia Square Wealth Management LLC
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$76,394
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Columbia Square Wealth Management LLC
1
Charles Cook (CRD# 2957900) is an Investment Advisor Representative working at Columbia Square Wealth Management LLC in Richland, WA and has over 24 years of experience in the finance industry.
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