James
Sluis
Columbia Management Investment Advisers, LLC
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About this Advisor
James Sluis is a financial advisor operating in Boston, Massachusetts who has 5 years of relevant experience. Sluis is an advisor for Columbia Management Investment Advisers, LLC. Throughout their career, they have worked at Trinity College, Nereid Boat Club, Emerging Global Advisors, Alps Distributors Inc and Columbia Management Investment Distributors Inc. Sluis maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Columbia Management Investment Advisers, LLC is a registered investment company based in Boston, MA. The company has offices in eight locations and a total of 1,010 financial advisors. It oversees $388 billion in assets under management between its 5,163 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 59 charitable organizations. Of its 5,163 client accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets. Columbia Management Investment Advisers, LLC provides a number of services, such as 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. Fees for financial advice usually vary depending on which services are provided. Fee types charged by Columbia Management Investment Advisers, LLC may include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$388,388,690,314
1,010
5,163
$75,225,390
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
James Sluis Work History
James has been registered as a financial advisor for 5 years.*
Columbia Management Investment Distributors Inc
Nereid Boat Club
Emerging Global Advisors
Alps Distributors Inc
Trinity College
*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 James Sluis 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
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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