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Building 2COLUMBUS INVESTMENT ADVISORY INC.

Map pinNEW ALBANY, OH
Phone614-882-1418
NotebookSEC #801-51052
Total AUM
$453.7M
Employees
9
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
68 NORTH HIGH STREET
BUILDING C
NEW ALBANY
OH 43054-7101
United States
Operating Hours
8:30 A.M. TO 4:30 P.M.
Monday - Friday
Phone
614-882-1418

ReceiptFinancials

Total AUM
$453.7M
Accounts
307
Discretionary
$451.7M
Accounts
306
Non-Discretionary
$2M
Accounts
1

ContactClients

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Individual Clients
81
AUM
$123.5M
HNW Individual Clients
23
AUM
$323.4M
Charitable Organization Clients
9
AUM
$6.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING.
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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