William
Borders

Columbia Management Investment Advisers, LLC

CRD#3173367
Investment Advisor
in Boston, MA
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About this Advisor

William Borders is an advisor located in Boston, Massachusetts. Currently a registered financial advisor at Columbia Management Investment Advisers, LLC, they have accrued 14 years of experience in the financial advisory industry. Borders maintains a Series 63 license, certifying them as a securities agent. Borders is registered to advise clients in New Jersey. Their career trajectory has included roles at The Vanguard Group, Oppenheimerfunds and Columbia Management Investment Distributors Inc. Columbia Management Investment Advisers, LLC is headquartered in Boston, Massachusetts, and operates out of nine additional brick-and-mortar locations in the country. In aggregate, Columbia Management Investment Advisers, LLC oversees $364 billion in assets across 4,476 client accounts and employs more than 1,106 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 4,386 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 4,476 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Columbia Management Investment Advisers, LLC can provide 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 firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

14 years

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

Disclosures

No

Office Location

225 Franklin Street
Boston, MA 02110

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$323,132,908,841

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

1,030

MA Average: 118
Total Number of Accounts

4,578

MA Average: 4,567
Average Account Size

$70,583,860

MA Average: $3,506,186

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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

William Borders Work History

William has 14 years of experience.

2015 - Present (4 years)

Columbia Management Investment Distributors Inc

2010 - 2015 (5 years)

Oppenheimerfunds

2004 - 2010 (6 years)

The Vanguard Group

Disclosures

William Borders has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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