Columbia Management Investment Distributors, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
319
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
840
Registered since
March 13, 1981

Firm profile

FINTRX

Overview

Columbia Management Investment Distributors, Inc. is organized as a corporation whose primary role is fund distribution rather than portfolio management or discretionary asset allocation. The firm is listed as a fund distributor and its owner type is recorded as domestic entity / individual. Available records do not describe advisory or pension consulting activities tied to the firm. The profile data indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is likewise not characterized as a multi-state advisory firm, newly formed adviser, or related adviser. That combination of attributes points to a business focused on distributing investment products rather than running investment strategies or providing managed-account services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
290 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth