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Columbia Associates Financial Group

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Portland, OR
CRD Number
Website columbiaassociates.com
Client types

Overview

Columbia Associates Financial Group was founded by Doug MacLardy in Vancouver, Washington, in 2005 when he was affiliated with LPL Financial. His tenure in the financial industry dates back to 1985 and includes firms such as Raymond James Financial Services, LPL Financial, and ING Financial. The company expanded in 2019 and Columbia Associates Wealth Management Group was formed by founding members Doug MacLardy, Tim Smith, and Robert Musante. Drawn by its client-first culture, Columbia Associates Wealth Management Group joined Concurrent Advisors in 2023.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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