Invested Better
Unclaimed

Unclaimed

Unclaimed

Christen Noelle Sando

Columbia Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christen? Claim Your Profile

About Christen Noelle Sando

Christen Sando is an investment advisor representative associated with Columbia Asset Management, LLC. Christen holds a Series 65 license and is registered in Michigan. Christen has been active in the industry for approximately 5 years. Columbia Asset Management, LLC is a registered investment advisor headquartered in Ann Arbor, Michigan. The firm specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Christen Sando is currently registered with Columbia Asset Management, LLC. Columbia Asset Management, LLC is an investment advisor registered with the SEC and located in Ann Arbor, MI. The firm primarily provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm has approximately $979,856,441 in regulatory assets under management.
Columbia Asset Management, LLC

924 N MAIN STREET

ANN ARBOR, MI 48104

$979.86M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christen Sando’s Registration & Firm History

CA

05/15/2018 - Present

Columbia Asset Management, LLC (San Jose CA)

Not sure if Christen Noelle Sando is right for you?

Licenses & Designations

IA

Issued 05/14/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christen Noelle Sando.
Not sure if Christen Noelle Sando is right for you?