Columbia Advisory Partners an SEC Registered Investment Adviser

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To view our latest regulatory documents please click on the appropriate link below. 

The relationship summary is designed to assist retail investors with the process of deciding whether to (i) establish an investment advisory or brokerage relationship, (ii) engage a particular firm or financial professional, or (iii) terminate or switch a relationship or specific service.

The ADV Part 2A covers the types of advisory services offered, fee schedule, disciplinary information, conflicts of interest, and the educational and business background of management and key advisory personnel.

COLUMBIA ADVISORY PARTNERS is required to adopt policies and procedures designed to protect various records and information it maintains about its natural person clients.