COLUMBIA ASSET MANAGEMENT, L.L.C.

COLUMBIA ASSET MANAGEMENT, L.L.C. of ANN ARBOR, MI is an SEC-registered investment adviser (CRD 124174). Regulatory assets under management: $1.2B.

Registration

• CRD: 124174
• SEC file number: 801-62115
• Type: Registered investment adviser
• Location: 924 N MAIN STREET, ANN ARBOR, MI, 48104
• Phone: 734-665-1455
• Latest filing: 2026-03-12
• Regulatory AUM: $1.2B
• Discretionary AUM: $1.1B
• Non-discretionary AUM: $96.2M
• Clients: 7
• Accounts: 1,295

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124174 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search