Adam
Pope
Columbia Capital Management, LLC
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About this Advisor
Adam Pope is a financial advisor who works out of Overland Park, Kansas with 8 years of relevant experience. Pope currently works for Columbia Capital Management, LLC. Over the course of their career, they have held roles at Columbia Capital Management, LLC, Federal Reserve Bank Of Kansas City and Ccm New Opportunities, LLC. Pope has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Kansas. Columbia Capital Management, LLC is a registered investment business headquartered in Overland Park, KS. The investment advisory business has a total of 15 financial advisors. It handles $1 billion in assets among its 74 client accounts, making it one of the largest firms in the country by assets under management. The business has a set of services, including portfolio management for institutional clients and other services. A financial advisor's fees are based on the type of financial services provided. Fees charged by Columbia Capital Management, LLC most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Capital Management, LLC Brokerage Details
$1,391,084,759
15
74
$18,798,443
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Other
Adam Pope Work History
Adam has been registered as a financial advisor for 8 years.*
Ccm New Opportunities, LLC
Columbia Capital Management, LLC
Federal Reserve Bank Of Kansas City
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Pope to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Columbia Capital Management, LLC
Overland Park, KS
Overland Park, KS
Carlsbad, CA
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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