Columbia Advisory Partners, LLC is a reputable investment advisory firm based out of Spokane, WA. With over 440 individual clients and more than $225,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from their five offices, Columbia Advisory Partners offers a wide range of services, including expert accounting solutions.
Distinguished by their extensive experience, Columbia Advisory Partners has successfully managed a significant portion of their assets through employer 401Ks and individual portfolios. All of the assets they oversee are handled with discreti...
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Assets Under Mgmt
$225M
Investment Professionals
8
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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