Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 8, 2016
    • $475.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 18
      Accounts
    • $26.4M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

0

There are no advisors from this firm to display at this time.

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
Banc of America Investment Advisors, Inc. IAR $0
Colonial Advisory Services Inc IAR $2,188,967,702
Columbia Management Advisors, Inc. IAR $79,606,538,537
E.M.R. Enterprises Broker-Dealer --
Progress Investment Management Company IAR $3,828,148,304

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Garth Robert Nisbet Chief Investment Officer December, 1999 less than 5%
    Keith Thomas Banks President, Ceo, Chairman And Director November, 2001 less than 5%
    Roger A Sayler Director And Executive Vice President November, 2001 less than 5%
    Joseph Robert Palombo Director November, 2001 less than 5%
    Thomas Francis Biesiadecki Compliance Officer November, 2001 less than 5%
    Philip John Iudice Treasurer November, 2001 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets