COLUMBIA BENEFITS, LLC

COLUMBIA BENEFITS, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 132261). Regulatory assets under management: $116.2M.

Registration

• CRD: 132261
• SEC file number: 801-131876
• Type: Registered investment adviser
• Location: 1720 S. BELLAIRE STREET, SUITE 410, DENVER, CO, 80222
• Phone: 303-759-1100
• Latest filing: 2026-03-31
• Regulatory AUM: $116.2M
• Discretionary AUM: $116.2M
• Clients: 1
• Accounts: 130

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132261 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search