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Kory Lynn Salagean

Columbia Asset Management, LLC

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About Kory Lynn Salagean

Kory Lynn Salagean is an investment advisor representative registered in Michigan. Kory Lynn has been in the industry since 2015 and is currently employed at Columbia Asset Management, LLC. Kory Lynn holds a Series 65 license and is a specialist in financial planning, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Kory Salagean 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.

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financial planning services

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

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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.

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fixed fees

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

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percentage of assets

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

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Kory Salagean’s Registration & Firm History

MI

06/26/2020 - Present

Columbia Asset Management, LLC (ANN ARBOR MI)

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Licenses & Designations

IA

Issued 06/20/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kory Lynn Salagean.
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