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Home > Retirement Planners > washington > vancouver > COLUMBIA RIVER FINANCIAL GROUP
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 $137,599,048 assets under management, offering retirement planning & investment advisory services to 541 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 | $137,599,048 |
| No. of Clients | 541 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| 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 |
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