COLUMBIA RIVER ADVISORS

1927 Dock Street
Tacoma, Washington 98402
Tel: (253) 589-1401

About COLUMBIA RIVER ADVISORS

COLUMBIA RIVER ADVISORS, formally registered with the SEC as COLUMBIA RIVER ADVISORS. The firm was established in 11/24/2010. They have over 3 offices throughout the country.

COLUMBIA RIVER ADVISORS is a Tacoma, Washington based Financial Planning firm with nearly $471,863,340 assets under management, offering retirement planning & investment advisory services to 1049 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154571
SEC#	801-71970
Assets Managed by Firm	$471,863,340
No. of Clients	1049
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1049	$471,863,340
Individuals (other than high net worth individuals)	324	$162,175,174
High net worth individuals	48	$230,237,189

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