COLUMBIA BENEFITS, LLC

DENVER, Colorado·1 registered advisor·CRD# 132261
SEC# 801-1318760303-759-1100
01

Firm Overview

AUM
$108M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COLUMBIA BENEFITS, LLC

1 registered advisor
Gary Paul Davis
DENVER, Colorado
05

Office Locations

DENVER, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. COLUMBIA BENEFITS, LLC (CRD# 132261) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.