Matthew
Steiger

Columbia Management Investment Advisers, LLC

CRD#5679483
Investment Advisor
in Minneapolis, MN

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About this Advisor

Matthew Steiger is a financial advisor who works out of Minneapolis, Minnesota with 4 years of relevant experience. Steiger is an advisor for Columbia Management Investment Advisers, LLC. During their career, Steiger has held roles at Columbia Management, Stillwater Investment Management, LLC, Columbia Management Investment Distributors, Inc and Columbia Threadneedle Asset Management. Steiger maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota. Columbia Management Investment Advisers, LLC is a financial advisory firm headquartered in Boston, MA. It has offices in eight locations and a total of 1,010 advisors. It administers $388 billion in assets across its 5,163 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 59 charities and foundations. Of its 5,163 accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Columbia Management Investment Advisers, LLC has a number of services, including 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 management largely depend on the financial services offered. However, fee types billed by Columbia Management Investment Advisers, LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

4 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

Office Location

707 2Nd Ave S.
Minneapolis, MN 55402

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$388,388,690,314

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

1,010

MN Average: 118
Total Number of Accounts

5,163

MN Average: 4,567
Average Account Size

$75,225,390

MN 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

Matthew Steiger Work History

Matthew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Columbia Management Investment Distributors, Inc

2018 - 2019 (1 year)

Columbia Threadneedle Asset Management

2017 - 2017 (< 1 year)

Stillwater Investment Management, LLC

2011 - 2017 (6 years)

Columbia Management

*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 Matthew Steiger 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

Corey Millhouse
Boston, MA
Mason Horrigan
Boston, MA
Michael Matarazzo
Boston, MA
Matthew Belniak
Boston, MA
Peter L'Italien
Boston, MA
Shane Calhoun
Boston, MA
Christopher Finch
Boston, MA
Madeline Hart
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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