Columbus Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

505 Beach St Ste 220, San Francisco, Cal...

Phone Number

(888) 373-0364

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Columbus Advisors

Columbus Advisors specializes in retirement planning, investment portfolio management, estate planning, and comprehensive financial advice. They focus on providing tailored services to clients, particularly those in retirement or preparing for it, ensuring fiduciary responsibility in all advisory accounts. Based in San Francisco, they serve a diverse client base across the country, emphasizing long-term relationships and open communication. Their mission is to help clients navigate financial challenges and achieve their financial goals through personalized strategies and educational resources.Explore more
Popular SearchesColumbus AdvisorsColumbusadvisorssfSIC Code 62,628NAICS Code 52,523Show more

Columbus Advisors Org Chart

PhoneEmail
DM
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Compare insights from companies similar to Columbus Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Columbus Advisors

<$5M
1-10
Private
-
1998
DM
Deborah MarkusFounding Partner
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1966
BM
Brian McCannVice President, Chief Operating Officer Hill Financial Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
<$5M
1-10
Private
-
2007
Kyle Williams, President at Summit Investment Group
Kyle WilliamsPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Columbus Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Columbus Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Columbus Advisors.

Columbus Advisors Tech Stack

A closer look at the technologies used by Columbus Advisors

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Frequently Asked Questions Regarding Columbus Advisors

What is Columbus Advisors's official website?
Columbus Advisors's official website is www.columbusadvisorssf.com
What is Columbus Advisors's Revenue?
Columbus Advisors's revenue is <$5 Million
What is Columbus Advisors's SIC code?
Columbus Advisors's SIC: 62,628
What is Columbus Advisors's NAICS code?
Columbus Advisors's NAICS: 52,523
How many employees does Columbus Advisors have?
Columbus Advisors has 1-10 employees
What industry does Columbus Advisors belong to?
Columbus Advisors is in the industry of: Finance, Securities Trading
What is Columbus Advisors competition?
Columbus Advisors top competitors include: Murphy Wealth Management, Summit Investment Group, Legacy One Financial, Cedar Ridge Wealth Management Group
What technology does Columbus Advisors use?
Some of the popular technologies that Columbus Advisors uses are: Cloudflare Website Optimization, Enom DNS Hosting, Proofpoint, Google Tag Manager
How do I contact Columbus Advisors?
Columbus Advisors contact info: Phone number: (888) 373-0364 Website: www.columbusadvisorssf.com
What does Columbus Advisors do?

Columbus Advisors specializes in retirement planning, investment portfolio management, estate planning, and comprehensive financial advice. They focus on providing tailored services to clients, particularly those in retirement or preparing for it, ensuring fiduciary responsibility in all advisory accounts. Based in San Francisco, they serve a diver... se client base across the country, emphasizing long-term relationships and open communication. Their mission is to help clients navigate financial challenges and achieve their financial goals through personalized strategies and educational resources.Read More

Is Columbus Advisors a public company?
Columbus Advisors is private company therefore does not currently have an official ticker symbol
See more information about Columbus Advisors

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