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COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC
SPOKANE, Washington
·
4 registered advisors
·
CRD# 171616
SEC# 801-116703
3
509-822-3850
01
Firm Overview
AUM
$240M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at COLUMBIA ADVISORY PARTNERS, LLC
4 registered advisors
Jeremy Daniel Russell
SPOKANE, Washington
CRD# 6482069
Kimberly Patricia Smith
SPOKANE, Washington
CRD# 7142249
Matthew David Foust
SPOKANE, Washington
CRD# 4489553
Steven Thomas Larsen
SPOKANE, Washington
CRD# 4638715
05
Office Locations
SPOKANE, Washington
4 advisors
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Data sourced from SEC Form ADV filings. COLUMBIA ADVISORY PARTNERS, LLC (CRD# 171616) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.