COLUMBIA ASSET MANAGEMENT, L.L.C.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Michigan, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,318	$910.6M
Non-Discretionary	6	$69.3M
Total	1,324	$979.9M

Clients

Type	Number	RAUM
Individuals	198	$63.1M
HNW Individuals	207	$798.2M
Banking or thrift institutions	<5	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$0
Charitable organizations	21	$118.6M
State or municipal gov entities	<5	$0
Other investment advisers	<5	$0
Insurance companies	<5	$0
Sovereign wealth funds and foreign official institutions	<5	$0
Corporations or other businesses	<5	$0
Other	<5	$0

Type	Number
No. of Non-RAUM Clients	5
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-62115
SEC ERA File Number	801-62115
SEC CIK Numbers	1585047
SEC CRD Numbers	124174
Legal Entity Identifier	None

Principal Office

924 N MAIN STREET
SUITE 1
ANN ARBOR
MI
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic