COLUMBIA BENEFITS, LLC
CRD #132261 SEC #801-131876 DENVER, CO 303-759-1100
SEC Registered
Total AUM
$107.7M
Discretionary
$107.7M
Employees
1
Clients
0
Accounts
179
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, GARY, PAUL | I | MEMBER OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 16, 2025 REGISTERED
Notice Filings (3)
CO NV TX
Address
1720 S. BELLAIRE STREETSUITE 410
DENVER, CO 80222
United States
Phone: 303-759-1100