COLUMBIA FINANCIAL ADVISORS INC
CRD #110392 SEC #802-121185 HOUSTON, TX 713-629-7007
State Registered Exempt Reporting Private Funds
Total AUM
$74.1M
Discretionary
$74.1M
Employees
5
Clients
10
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2011 | $74.1M | $74.1M | $0 | 5 | -- |
| May 2011 | $74.1M | $74.1M | $0 | 5 | -- |
| Oct 2010 | $77.8M | $77.8M | $0 | 5 | -- |
| Apr 2010 | $81M | $81M | $0 | 5 | -- |
| Apr 2009 | $75.1M | $75.1M | $0 | 5 | -- |
| Apr 2007 | $75.6M | $75.6M | $0 | 5 | -- |
| Apr 2004 | $57.3M | $57.3M | $0 | 5 | -- |
| Apr 2002 | $53.3M | $53.3M | $0 | 5 | -- |
DateJul 2011
Total AUM$74.1M
Discretionary$74.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$74.1M
Discretionary$74.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$75.1M
Discretionary$75.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$57.3M
Discretionary$57.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees5
Clients--