Alicien
Demonte

Columbia Management Investment Advisers, LLC

CRD#5008493
Investment Advisor
in Boston, MA

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About this Advisor

Alicien Demonte is a financial advisor based in Boston, Massachusetts, working with Columbia Management Investment Advisers, LLC. Alicien has previously held positions at Virtus Investment Partners, Vp Distributors LLC, Columbia Management Investment Distributors, Inc, and Columbia Management Investment Advisors. Alicien has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Alicien is part of Columbia Management Investment Advisers, LLC, which operates out of Boston, Massachusetts. The firm has 9 offices and 1,008 employees. The firm manages assets totaling $427.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Columbia Management Investment Advisers, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

290 Congress Street
Boston, MA 02210

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$427,057,574,198

MA Average: $16,012,751,954
Total Number of Employees

1,008

MA Average: 118
Total Number of Accounts

5,495

MA Average: 4,567
Average Account Size

$77,717,484

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Alicien Demonte Work History

2022 - Present (2 years)

Columbia Management Investment Distributors, Inc

2022 - Present (2 years)

Columbia Management Investment Advisors

2014 - 2022 (8 years)

Virtus Investment Partners

2014 - 2022 (8 years)

Vp Distributors LLC

Disclosures

Please visit the SEC profile of Alicien Demonte 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 Management Investment Advisers, LLC

Timothy Call
Boston, MA
Tachera Roberts
Boston, MA
Alicien Demonte
Boston, MA
David Pullman
Denver, CO
Richard Faria
Birmingham, MI
Brendan Rooney
Boston, MA
Keith Langan
Carmel, IN
Benjamin Kemp
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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