William
Borders

Columbia Management Investment Advisers, LLC

CRD#3173367
Investment Advisor
in Westfield, NJ

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About this Advisor

William Borders is a chartered financial analyst working out of Westfield, New Jersey, with 15 years of experience as a financial advisor. Borders is an employee of Columbia Management Investment Advisers, LLC. Throughout their career, they have worked at The Vanguard Group, Oppenheimerfunds and Columbia Management Investment Distributors Inc. Borders holds a Series 63 license, designating them as a securities representative, and can operate in New Jersey. Columbia Management Investment Advisers, LLC is a business that has its headquarters in Westfield, New Jersey. The investment advisory business has offices in nine locations and a total of 1,030 advisors. It handles $323 billion in assets between its 4,578 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 58 charitable organizations. Of its 4,578 client accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. 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 charged by financial advisors largely depend on the financial services offered. Fee types charged by Columbia Management Investment Advisers, LLC may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

16 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

627 Hillcrest Ave
Westfield, NJ 07090

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$323,132,908,841

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

1,030

NJ Average: 118
Total Number of Accounts

4,578

NJ Average: 4,567
Average Account Size

$70,583,860

NJ 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 16 years of experience.

2015 - Present (5 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.

Financial Advisors at Columbia Management Investment Advisers, LLC

Jay Mcandrew
Boston, MA
John Babnik
Glencoe, IL
David Kleiman
Cherry Hill, NJ
William Harrison
Madisonville, LA
Emma Morrissey
Boston, MA
Ryan Mccarthy
Boston, MA
James Sluis
Boston, MA
Ana Dimco
Boston, MA

This content was compiled from the SEC and FINRA.

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