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Building 2COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Map pinBOSTON, MA
Phone800-225-2365
NotebookSEC #801-25943
Total AUM
$502.4B
Employees
914
Clients
4,252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
290 CONGRESS STREET
BOSTON
MA 02210
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
800-225-2365
Other Offices
7

ReceiptFinancials

Total AUM
$502.4B
Accounts
8,288
Discretionary
$501.4B
Accounts
8,254
Non-Discretionary
$1B
Accounts
34

ContactClients

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Individual Clients
3,045
AUM
$1B
HNW Individual Clients
495
AUM
$1.9B
Banking Clients
2
AUM
$13.7B
Investment Company Clients
186
AUM
$315.8B
Pooled Vehicle Clients
173
AUM
$43B
Pension/Profit Sharing Plan Clients
95
AUM
$18.8B
Charitable Organization Clients
72
AUM
$1.3B
Government Entity Clients
15
AUM
$2.8B
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
9
AUM
$54.7B
Sovereign Wealth Fund Clients
9
AUM
$13.2B
Corporation or Business Clients
139
AUM
$35.8B
Other Clients
11
AUM
$532.6M
Description of Other Clients
TAFT HARTLEY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 34 business affiliates.
Claimed Affiliates
Reported as an affiliate by 19 other businesses.

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