Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
174 advisors
Number of Clients
2,909 clients
Average Client Portfolio
$157.3M average
Assets Under Management
$457.5B

Fee Structure

This brochure describes the fee policies for various services, including separately managed accounts, registered funds, subadvised funds, collective trust funds, private funds, retail managed accounts, global investment solutions, 529 plans, securitized asset funds and asset-liability management clients. Fees are negotiable and can vary based on the specific service and client. Contact the firm for detailed fee schedules.

Areas of Practice
Investment Management
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Advisor Information

Office location

290 Congress Street, Boston, MA, 02210

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is a member of the Investment Committee and the Actuarial, Audit and Risk Committee for the Milwaukee County Pension Board since 2022. This involves reviewing investments, overseeing audit activities, and working with actuarial firms, taking a few hours per week.

Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
August 2023 - Present · 2 yrs 5 mos
Columbia Management Investment Distributors, INC.
June 2023 - Present · 2 yrs 7 mos
Columbia Management Investment Distributors, INC.Broker
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Allspring Funds Distributor, LLCBroker
July 2015 - May 2023 · 7 yrs 10 mos
State Registrations11 states
IAILINKSMIMNMONDNESDWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.