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Building 2COLUMBIA FINANCIAL ADVISORS INC

Map pinHOUSTON, TX
Phone713-629-7007
NotebookSEC #801-10203
Total AUM
$78.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 E. GREENWAY PLAZA
SUITE 700
HOUSTON
TX 77046-1292
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
713-629-7007

ReceiptFinancials

Total AUM
$78.4M
Accounts
5
Discretionary
$78.4M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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