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Courtney Claire Shea

COLUMBIA CAPITAL MANAGEMENT, LLC·MERRIAM, Kansas
Unclaimed Profile
6700 ANTIOCH, MERRIAM, KS 66204CRD# 1418109Firm CRD# 112773
01

About

Courtney Claire Shea is a registered financial advisor based in MERRIAM, Kansas, affiliated with COLUMBIA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
COLUMBIA CAPITAL MANAGEMENT, LLC
COLUMBIA CAPITAL MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at COLUMBIA CAPITAL MANAGEMENT, LLC →
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1418109
Firm CRD# 112773
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Courtney Claire Shea offer?
Courtney Claire Shea specializes in Wealth Management. Contact their office in MERRIAM, Kansas for a consultation.
What are Courtney Claire Shea's credentials?
Courtney Claire Shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtney Claire Shea located?
Courtney Claire Shea is based in MERRIAM, Kansas, working with COLUMBIA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MERRIAM metropolitan area and surrounding communities.
How does Courtney Claire Shea charge for services?
Courtney Claire Shea's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA CAPITAL MANAGEMENT, LLC?
COLUMBIA CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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