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CRD#: 335301
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for COLUMBIA PRIVATE MARKETS Comes From

Understanding the Statistics for COLUMBIA PRIVATE MARKETS and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
6501 North Cedar Street Building 4, Suite C, Spokane, WA 99208
Mailing Address
6501 North Cedar Street Building 4, Suite C, Spokane, WA 99208
Firm Size
Small
Phone Number
(509) 868-8872
Established
Washington since 02/24/2025
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
COLUMBIA ADVISORY GROUP, LLCSOLE OWNER
FELSCH, PAUL WERNERCHIEF COMPLIANCE OFFICER5811362
LARSEN, STEVEN TPRINCIPAL4638715
SMITH, KIMBERLY PATRICIAFINOP PRINCIPAL7142249

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at COLUMBIA PRIVATE MARKETS

SL

Steven T Larsen

Steven Thomas Larsen, Steve Larsen, Steven Larsen
IAR
RR
CRD#: 4638715
CFP®: Certified Financial Planner
Location:
Spokane, WA 99208

Registered Affiliation(s):COLUMBIA ADVISORY PARTNERS, LLC

Disclosures:
Experience:
23 years
PF

Paul Werner Felsch

Paul Felsch, Paul Werner Felsch Iii
IAR
RR
CRD#: 5811362
Location:
Spokane, WA 99208

Registered Affiliation(s):COLUMBIA ADVISORY PARTNERS, LLC

Disclosures:
Experience:
15 years
KS

Kimberly Patricia Smith

Kimberly P Domrese
IAR
RR
CRD#: 7142249
Location:
Spokane, WA 99208

Registered Affiliation(s):COLUMBIA ADVISORY PARTNERS, LLC

Disclosures:
Experience:
6 years
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