Columbia Funds Management Company is a large advisory firm based in Portland. It manages $7.83 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001.
Columbia Funds Management Company provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Columbia Funds Management Company is $7.83 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Columbia Funds Management Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Robert Palombo has been acting as President since 1 Nov 2001. Richard Jay Johnson has served as the Chief Investment Officer since 1 May 2001. Roger A Sayler joined the executive team most recently as the Director.
The principal office where Columbia Funds Management Company performs its advisory services is located at 1300 Sw Sixth Avenue, Portland, OR 97201, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 503-222-3600 or by fax 503-219-3893. The normal business hours are 8 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.columbiafunds.com.