Bank / Wealth / TrustRIA · CRD 124174SEC-Registered

Updated:

Columbia Asset Management

Columbia Asset Management was founded in 1997. It functions as a registered investment advisor offering portfolio management to individuals, trusts, and...

Columbia Asset Management logo

Columbia Asset Management

Columbia Asset Management was founded in 1997. It functions as a registered investment advisor offering portfolio management to individuals, trusts, and estates. The firm provides discretionary and non-discretionary services. No asset-class allocations, named holdings, or geographic deployment details appear in available records. No fund structures or co-investors are identified. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm operates as a conventional RIA without documented succession structures or hybrid mandates.

General information

Firm type

Bank / Wealth / Trust

Year founded

1997

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Ann Arbor

Corporate office

Ann Arbor, United States

Frequently asked questions

Who runs investment decisions at Columbia Asset Management?

No named principals or CIO are disclosed in public records.

Does Columbia Asset Management participate in fund commitments or only direct deals?

No information on fund commitments or direct deals is available.

What investment stages does Columbia Asset Management typically target?

No stage preferences are disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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