16701 Se Mcgillivray Blvd.,
#250
Vancouver, Washington 98683
Tel: 3603353350
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 $137,599,048 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288539 |
SEC# | 801-120016 |
Assets Managed by Firm | $137,599,048 |
No. of Clients | 541 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 541 | $137,599,048 |
Individuals (other than high net worth individuals) | 207 | $79,394,967 |
High net worth individuals | 30 | $57,006,518 |
Corporations or other businesses | 3 | $1,197,563 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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