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Christen Noelle Sando

Columbia Asset Management, L.L.C.

San Jose, CA

Ann Arbor, MI

CRD 6953340

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Employer firm

Columbia Asset Management, L.l.c. CRD 124174

$1.20B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Columbia Asset Management, L.L.C.

924 N Main Street Suite 1, Ann Arbor, MI 48104 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-05-15
  • MI RA
    APPROVED
    Since 2018-05-15

Branch Locations

San Jose, CA • United States

924 N Main Street Suite 1, Ann Arbor, MI 48104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-14
  • S65 Uniform Investment Adviser Law Examination
    2018-05-14

View on SEC IAPD

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