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Building 2COLUMBIA ASSET MANAGEMENT, L.L.C.

Map pinANN ARBOR, MI
Phone734-665-1455
NotebookSEC #801-62115
Total AUM
$1.2B
Employees
7
Clients
431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
924 N MAIN STREET
SUITE 1
ANN ARBOR
MI 48104
United States
Operating Hours
9:30-5:00
Monday - Friday
Phone
734-665-1455

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,295
Discretionary
$1.1B
Accounts
1,292
Non-Discretionary
$96.2M
Accounts
3

ContactClients

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Individual Clients
201
AUM
$65.7M
HNW Individual Clients
210
AUM
$954.7M
Charitable Organization Clients
20
AUM
$179.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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