COLUMBIA RIVER FINANCIAL GROUP

16701 Se Mcgillivray Blvd.,
#250
Vancouver, Washington 98683
Tel: 3603353350

About COLUMBIA RIVER FINANCIAL GROUP

COLUMBIA RIVER FINANCIAL GROUP, formally registered with the SEC as COLUMBIA RIVER FINANCIAL GROUP. The firm was established in 12/21/2020. They have over 1 offices throughout the country.

COLUMBIA RIVER FINANCIAL GROUP is a Vancouver, Washington based Financial Planning firm with nearly $119,808,641 assets under management, offering retirement planning & investment advisory services to 515 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288539
SEC#	801-120016
Assets Managed by Firm	$119,808,641
No. of Clients	515
No. of Advisors	4

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	515	$119,808,641
Individuals (other than high net worth individuals)	216	$75,834,839
High net worth individuals	21	$42,529,378
Corporations or other businesses	3	$1,444,424

Inquire with COLUMBIA RIVER FINANCIAL GROUP

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