Columbia Management Investment Advisers, LLC

Overview

Columbia Management Investment Advisers, LLC is an SEC registered investment adviser based in Boston, MA, registered since 1985. It reports $502B in assets under management across 8,288 accounts, with 914 employees. It has 201 investment adviser representatives.

Reported AUM

$502B

Discretionary

100%

Accounts

8,288

Average account

$60.6M

Employees

914

Advisory reps

201

Registered since

1985

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Other clients
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 10

• William Frederick Truscott Chairman, President CRD 2416857
• Gene Richard Tannuzzo Managing Director, Global Head of Fixed Income CRD 4697554
• Brian Michael Engelking Member, Board of Governors, Vice President CRD 4219446

7 more executive officers, with direct contact details

Advisory reps 3 of 201

• Andrew Vincent Aldi III Registered Rep · Investment Adviser Rep CRD 3120758
• Kenneth Thomas Alexander III Registered Rep · Investment Adviser Rep CRD 8274346
• Nolan Matthew Anderson Registered Rep · Investment Adviser Rep CRD 7948994

198 more advisory reps, with emails, phones and branch locations

Location

Headquarters

290 Congress St
Boston, MA 02210

County

Suffolk

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: columbiathreadneedleus.com/blog

Every state, with registration dates

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