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Columbia Asset Management

Columbia Asset Management is an investment advisor in Ann Arbor with $706.91M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383386847
SEC advisor number
801-62115
FINRA CRD number
124174
AUM ?
$706.91M (as of 31 Mar 21)
Accounts
900 (as of 31 Mar 21)
Employees
6 (4 investment advisory or research)
Address
Columbia Asset Management
924 NORTH MAIN STREET
SUITE 1
ANN ARBOR
MI 48104
Office hours
Monday - Friday, 9:30-5:00
Phone
2695124997
Owner Title From %Ownership
Weisman, Brian, Humphrey President 12/1997 > 75%
Meadows, Linda, Margareta Chief Compliance Officer 09/2005 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 172 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$35M 255.54K 282.07K -9.4
$28.02M 144.93K 145.52K -0.4
$26.75M 98.74K 146.84K -32.8
$12.53M 53.59K 55.7K -3.8
$12.19M 78.93K 91.65K -13.9
$11.26M 144.73K 158.29K -8.6
$10.33M 3K 5.24K -42.7
$9.95M 4.07K NEW
$9.83M 35.38K 36.53K -3.2
$9.61M 85.97K 104.54K -17.8
$8.7M 52.79K 74.37K -29.0
$8.61M 48.97K 94.88K -48.4
$8.17M 13.96K 13.87K +0.6
$6.76M 15.78K 17.5K -9.8
$6.67M 33.59K 48.23K -30.4
$6.5M 20.38K 45.95K -55.6
$6.13M 54.39K 62.13K -12.5
$6.12M 45.38K 53.76K -15.6
$5.73M 108.02K 162.86K -33.7
$5.67M 25.78K 26.71K -3.5
$5.63M 21.68K 36.34K -40.3
$5.57M 99.19K 171.71K -42.2
$5.43M 24.76K 29.08K -14.9
$5.35M 22.14K 24.36K -9.1
$5.29M 34.03K 3.23K +952.6
$5.17M 35.28K 40.3K -12.5
$5.11M 22.11K 37.12K -40.4
$5.1M 2.03K NEW
$5.06M 175.95K 189.1K -7.0
$4.98M 22.9K 42.05K -45.5
$4.81M 88.9K 117.29K -24.2
$4.66M 83.08K 98.51K -15.7
$4.58M 13.18K 12.56K +4.9
$4.43M 113.01K 152.09K -25.7
$4.36M 14.97K 15.06K -0.6
$4.35M 17.83K 24.2K -26.3
$4.22M 11.57K 11.62K -0.5
$4.22M 28.45K 36.45K -21.9
$4.17M 8.75K 8.47K +3.4
$3.98M 19.13K 33.68K -43.2
$3.71M 44.49K 46.55K -4.4
$3.37M 32.2K 45.37K -29.0
$2.97M 72.61K 78.57K -7.6
$2.82M 21.78K 23.63K -7.8
$2.8M 22.56K 36.59K -38.3
$2.76M 16.69K 29.02K -42.5
$2.75M 28.3K NEW
Bp Amoco Plc Adr
$2.62M 99.01K 96.86K +2.2
$2.36M 57.2K 83.96K -31.9
$2.31M 16.15K 31.46K -48.7
Holdings list only includes long positions. Only includes long positions.

Calendar

26 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings