A complete list of active advisors currently associated with Columbia Asset Management, L.L.C.
Warmer can help you find a great advisor at Columbia Asset Management, L.L.C. or one who fits your needs even better.
Columbia Asset Management provides discretionary wealth management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, corporations, and charitable organizations. Its services include portfolio construction and ongoing investment supervision across individual equities, fixed income, mutual funds and ETFs, and the firm also advises on retirement account rollovers when appropriate. The firm combines fundamental research with Modern Portfolio Theory to set strategic asset allocations and generally pursues a long‑term investment horizon while permitting shorter‑term trades for rebalancing or cash needs. Columbia serves as a fiduciary, conducts regular monitoring and at least annual reviews, and typically manages assets on a discretionary basis with custody held at a qualified custodian (the firm commonly recommends Charles Schwab). Founded in 1997 and led by its principal owner, Columbia manages approximately $1.2 billion in client assets across six advisors and 411 clients, a level of assets per advisor that is notably higher than most peer teams. The firm reports no disciplinary history, offers financial planning as either a standalone or bundled service, and discloses an institutional relationship with Schwab that provides technology and operational support (and associated economic benefits).
To learn more about the advisors currently working at Columbia Asset Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ann Arbor, MI
| 0
| |
Ann Arbor, MI
| 10
| |
Ann Arbor, MI
| 5
| |
Ann Arbor, MI
| 7
| |
Ann Arbor, MI
| 15
|
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