Assets Under Management
$457.5B
Number of Clients
2,909
Number of Advisors
174
Average Client AUM
$157.3M
AUM per Advisor
$2.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
Columbia Management Investment Advisers, LLC offers professional advisory services on a discretionary or non-discretionary basis, including trading, cash management, and reporting. Services include asset-liability management, investment accounting, credit analysis, and asset allocation. They also provide market updates and information used by Ameriprise Financial Services in developing asset allocation and financial planning tools. The firm manages assets for both affiliated and non-affiliated clients.
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.
290 Congress Street, Boston, MA, 02210