1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COLUMBIA ADVISORY PARTNERS, LLC

Map pinSPOKANE, WA
Phone509-822-3850
NotebookSEC #801-116703
Total AUM
$312.6M
Employees
19
Clients
631

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6501 N CEDAR ROAD
BUILDING 4, SUITE C
SPOKANE
WA 99208
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
509-822-3850
Other Offices
3

ReceiptFinancials

Total AUM
$312.6M
Accounts
1,822
Discretionary
$243M
Accounts
1,417
Non-Discretionary
$69.6M
Accounts
405

ContactClients

View more in analytics →

Individual Clients
445
AUM
$112.9M
HNW Individual Clients
185
AUM
$183.7M
Pooled Vehicle Clients
1
AUM
$16M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDMTNCNDNEORSDTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account