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Building 2COLUMBIA PACIFIC WEALTH MANAGEMENT

Map pinSEATTLE, WA
Phone206-728-9063
NotebookSEC #801-72122
Total AUM
$6.7B
Employees
44
Clients
942

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1910 FAIRVIEW AVE E
SUITE 200
SEATTLE
WA 98102-3620
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
206-728-9063
Other Offices
2

ReceiptFinancials

Total AUM
$6.7B
Accounts
6,489
Discretionary
$5.3B
Accounts
5,081
Non-Discretionary
$1.3B
Accounts
1,408

ContactClients

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Individual Clients
674
AUM
$1.2B
HNW Individual Clients
238
AUM
$4.7B
Pooled Vehicle Clients
4
AUM
$534.5M
Pension/Profit Sharing Plan Clients
9
AUM
$53.4M
Charitable Organization Clients
9
AUM
$146.6M
Corporation or Business Clients
8
AUM
$78.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADMINISTRATION FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTFLGAHIIDNCNJNVNYORTNTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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