Columbia Benefits, LLC

EST. AUM
$116,170,423

CONTACTS
1

CLIENT ACCOUNTS
130

Firm Details

Metro area Denver
CRD Number 132261
Website cbadvisors.com
Client types

Overview

Columbia Benefits, LLC is an independent financial advisory firm specializing in retirement and pension plan services. The company collaborates closely with financial intermediaries—including retirement specialists, financial consultants, registered investment advisors, and other partners—to design and support a wide range of retirement solutions tailored to plan sponsors of varying sizes and industries.

Platform Details

Investment Preferences

Alternative Activity