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Columbia Management Investment Advisers, LLC

Columbia Management Investment Advisers, LLC

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 Sept. 1, 2017
    • $350.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $74.9M
      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

229

name start date
Kelli Lynne Beauregard
July 2013
Zachary Richard Thebeau
November 2018
Michael Raymond Orr
May 2010
Gary William Rawdon
May 2010
Andrew Richard-John Dieter
September 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Advisory Capital Strategies Group, Inc. -- --
    American Enterprise Investment Services Inc. Broker-Dealer --
    Ameriprise Auto & Home Insurance Agency, Inc. -- --
    Ameriprise Captive Insurance Company -- --
    Ameriprise Financial Services, Inc. Dual Registrant $198,002,661,118
    Ameriprise Insurance Company -- --
    Ameriprise National Trust Bank -- --
    Ameriprise Trust Company -- --
    Columbia Management Investment Distributors, Inc. Broker-Dealer --
    Columbia Threadneedle Investments (Me) Limited -- --
    Columbia Wanger Asset Management, LLC IAR $13,836,069,615
    Ids Property Casualty Company -- --
    Riversource Distributors, Inc. Broker-Dealer --
    Riversource Life Insurance Company -- --
    Riversource Life Insurance Co of New York -- --
    Seligman Partners LLC -- --
    Threadneedle Asset Management Limited -- --
    Threadneedle Asset Management Malaysia Sdn. Bhd. -- --
    Threadneedle International Investments Gmbh -- --
    Threadneedle Investments IAR $3,554,332,173
    Threadneedle Investments Singapore (Pte) Limited -- --
    Threadneedle Management Luxembourg S.A. -- --
    Threadneedle Portfolio Services Hong Kong Limited -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Robert Cielinski Managing Director And Global Head Of Fixed Income April, 2017 less than 5%
      Amy Kathleen Johnson Managing Director And Global Head Of Operations March, 2016 less than 5%
      Melda Mergen Managing Director And Head Of Equities March, 2016 less than 5%
      Colin James Lundgren Managing Director And Deputy Global Head Of Fixed Income April, 2017 less than 5%
      Anthony Paul Haugen Member, Board Of Governors, Vice President And Chief Financial Officer October, 2016 less than 5%
      William John Landes Senior Vice President, Deputy Head Of Global Investment Solutions And Head Of Alternatives December, 2014 less than 5%
      Stephen J Harasimowicz Senior Vice President And Global Head Of Trading June, 2014 less than 5%
      Paul Brian Goucher Chief Legal Officer, Vice President And Assistant Secretary March, 2015 less than 5%
      Lee A Faria Vice President And Chief Compliance Officer January, 2014 less than 5%
      Joseph Dale Kringdon Member, Board Of Governors, Managing Director And Head Of Intermediary Distribution September, 2014 less than 5%
      Jeffrey L Knight Managing Director, Global Head Of Investment Solutions And Head Of Global Asset Allocation April, 2014 less than 5%
      Colin Moore Member, Board Of Governors, Executive Vice President And Global Chief Investment Officer January, 2014 less than 5%
      William Frederick Truscott Chairman Of The Board And President February, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees