Columbia Asset Management, L.L.C. is an independently owned, SEC registered investment adviser based in Ann Arbor, Michigan founded in 1997. Columbia Asset Management, L.L.C. provides investment portfolio management services to clients including individuals and families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and mutual funds.
Columbia Asset Management - Reviews
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Opening a new account was not simple. The process was slow, although I didn’t have to deal with unnecessary paperwork. The staff helped me every step of the way though
Additional comments:What did you like most and least about your experience with the Firm?
What stood out to me the most was their competitive interest rates, though they have a bad customer service
What recommendations would you make to the Bank and to other businesses considering engaging this Firm?
Improve customer service and customer feedback and rapport for more efficient business in the future.