The COLUMBIA ADVISORY PARTNERS is a privately held investment adviser that advises $312.63mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. COLUMBIA ADVISORY PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 95.39% over the last 5-years.
The Group has been registered with the SEC for 7.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 6501 N CEDAR ROAD BUILDING 4, SUITE C, SPOKANE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 19 employees comprised of 11 investment and 8 non-investment staff. The total number of Employees increased by 90% over the last 5-years.
Their $312.63mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $183.74mn or 58.77% of Total Assets and Individuals own $112.89mn or 36.11% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
COLUMBIA ADVISORY PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.