C
$85.3M Total AUM
$85.3M Disc. AUM
-- 3Y CAGR
7 Employees
40 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2018
- Office Locations
- 5
Office Locations
2212 Queen Anne Avenue North #931 Seattle WA
2610 N. Pines Road Spokane Valley WA
-- Colorado Springs CO
About Colmina, LLC
Colmina is an RIA providing tailored asset management alongside holistic financial and retirement planning and risk/liability (loan) management, complemented by a concierge network of vetted partners. Portfolios emphasize risk-aware allocation and commonly use ETFs and mutual funds. Custody relationships include Schwab and Fidelity.
Team overview
64 AVG AGE
$17.1M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
3.2 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
EDWARD KING RILEY
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #2443409
- Ownership
- 75% or more
Available
Available
Available
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D
DAVID ERIC ARCHIBALD
--
- CRD
- #1362633
Available
Available
Available
Nathan Douglas Dively
Advisor
- CRD
- #7349081
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,337,478 | $292,525 |
| Non-Discretionary | $0 | -- |
| Total | $85,337,478 | $292,525 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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