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COLUMBIA BENEFITS, LLC
COLUMBIA BENEFITS, LLC
DENVER, Colorado
·
1 registered advisor
·
CRD# 132261
SEC# 801-131876
0
303-759-1100
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 Planning
Investment Management
Wealth Management
04
Advisors at COLUMBIA BENEFITS, LLC
1 registered advisor
Gary Paul Davis
DENVER, Colorado
CRD# 1241738
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
.