Kory
Salagean
Columbia Asset Management, L.L.C
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About this Advisor
Kory Salagean is a financial advisor working out of Ann Arbor, Michigan who has 3 years of industry experience. Salagean is an advisor for Columbia Asset Management, L.L.C. Over the course of their career, Salagean has held roles at Annie'S Childrencenter and School. Salagean holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Michigan. Columbia Asset Management, L.L.C is a registered investment company based in Ann Arbor, MI. It has $795 million in assets under management across its 1,176 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves 16 charitable organizations. Of its 1,176 accounts, 40% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees largely depend on which services the firm provides the client. However, fees billed by Columbia Asset Management, L.L.C may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Asset Management, L.L.C Brokerage Details
$794,811,645
6
1,176
$675,860
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kory Salagean Work History
Kory has been registered as a financial advisor for 3 years.*
Annie'S Childrencenter
School
*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 Kory Salagean 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 Asset Management, L.L.C
San Jose, CA
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
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