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Building 2COLUMBIA BENEFITS, LLC

Map pinDENVER, CO
Phone303-759-1100
NotebookSEC #801-131876
Total AUM
$116.2M
Employees
1
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1720 S. BELLAIRE STREET
SUITE 410
DENVER
CO 80222
United States
Operating Hours
9:00 TO 4:00
Monday - Friday
Phone
303-759-1100

ReceiptFinancials

Total AUM
$116.2M
Accounts
130
Discretionary
$116.2M
Accounts
130
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$14.3M
HNW Individual Clients
48
AUM
$81.1M
Pension/Profit Sharing Plan Clients
26
AUM
$20.6M
Corporation or Business Clients
3
AUM
$158.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONVTX

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

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