COLUMBIA CAPITAL SECURITIES, INC.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 146838
- Registered since
- August 25, 2008
Firm profile
FINTRXOverview
Columbia Capital Securities, Inc. is a corporation that registered with the SEC in 2008 and is individually owned. Public filings classify the firm as “unclassified,” and it does not identify itself as a capital allocator. The firm does not self-report activity as an ESG investor, is not designated a multi-state adviser, and does not indicate pension consulting, related-adviser status, or that it is newly formed. There is no description of business lines, client segments, fee models, or advisory activities in the available data. FINTRX records do not include narrative detail on investment strategy, target markets, or service offerings for the firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5WILLIAM MORGAN
FinOpCRD 852925
MICHAEL DONAHUE
Chairman & PresidentCRD 1469010
Robert Levy
Managing DirectorCRD 6981996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 2121 Avenue of the Stars
- Time zone
- PT (UTC-8)
- Office locations
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