Columbia Asset Management LLC

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Assets, Funds, Holdings

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Columbia Asset Management LLC
CRD #124174
SEC #801-62115
CIK #1585047
AUM $579.9 MM (89% Disc, 100% US)
Employees4 (100% Investors, 0% Brokers)
Phone734-665-1454
Address924 N Main Street
Ann Arbor, MI 48104
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 15.6
MSFT 865,660.0 12.3
DWDP 125,320.0 11.1
JNJ 369,000.0 9.4
DIS 171,070.0 8.8
MRK 208,740.0 8.7
INTC 239,910.0 8.6
MMM 119,250.0 8.1
ERIE 9,410.0 7.8
HD 206,070.0 7.1
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
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Armstrong Fleming & Moore Inc
DC
0.6
RT Jones Capital Equities Management Inc
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0.6
Arbor Investment Advisors LLC
NC
0.6
Dixon Financial Services Inc
CA
0.5
Financial Planning and Information Services Inc
WI
0.5
Baron Silver Stevens Financial Advisors LLC
FL
0.5
Kays Financial Advisory Corp
GA
0.5
Family Financial Strategies Inc
MN
0.5