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COLUMBIA RIVER FINANCIAL GROUP, LLC

UUIDc547e7ce-1f5a-5a34-ad8d-35a385b23187
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 288539 288539 1.0
sec_file_number 801-120016 801-120016

Profile

Websitehttps://www.linkedin.com/company/columbiariverfinancialgroupllc/
HQ CityVANCOUVER
HQ StateWA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • COLUMBIA RIVER FINANCIAL GROUP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)157,030,831.0
  • RAUM (discretionary)150,471,772.0
  • Actionable assets78,387,926.0
  • Accounts580.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM76,354,855.0

As of 2025-03-17 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.