Columbia Asset Management is an investment advisor in Ann Arbor with $858.84 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383386847
SEC advisor number
801-62115
FINRA CRD number
124174
AUM ?
$858.84 mm
(as of 30 Mar 22)
Accounts
1,125
(as of 30 Mar 22)
Employees
6
(5 investment advisory or research)
Address
Columbia Asset Management
924 NORTH MAIN STREET
SUITE 1
ANN ARBOR
MI 48104
924 NORTH MAIN STREET
SUITE 1
ANN ARBOR
MI 48104
Office hours
Monday - Friday, 9:30-5:00
Phone
2695124997
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Weisman, Brian, Humphrey | President | 12/1997 | > 75% |
| Meadows, Linda, Margareta | Chief Compliance Officer | 09/2005 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Aug 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
2 Aug 21
13F-HR
Quarterly holdings report by institutional manager
28 May 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
16 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
14 May 20