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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2007
- Office Locations
- 1
Office Locations
About Columbia Benefits, LLC
Columbia Benefits, LLC is a Colorado state-registered RIA serving individuals, small business owners, practices, and trusts. The firm focuses on retirement planning and investment management alongside insurance, estate planning, and wealth preservation/distribution, coordinating with outside professionals such as attorneys and CPAs. Founded in 1996 by industry veteran Gary Davis, it supports custody on major platforms including Schwab and Fidelity/NFS.
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Owner & Executives
GARY PAUL DAVIS
Advisor, Chief Compliance Officer
- CRD
- #1241738
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,170,423 | $893,619 |
| Non-Discretionary | $0 | -- |
| Total | $116,170,423 | $893,619 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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