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Columbia River Financial Group, LLC

● SEC registered since 2020CRD 288539SEC# 801-120016Vancouver, WA
Export (members)
Reg. AUM
$157M
Employees
4
Accounts
580
Location
Vancouver, WA

Columbia River Financial Group, LLC assets under management

Columbia River Financial Group, LLC is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2020. It reports $157 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/columbiariverfinancialgroupllcView on SEC.gov ↗

Columbia River Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Chad Mitchell Peterson ControlMemberOver 75%2017
Michael Ray Baltzell ControlChief Compliance OfficerUnder 5%2017

Frequently asked questions

How much does Columbia River Financial Group, LLC manage?

Columbia River Financial Group, LLC reports $157 million in regulatory assets under management on its Form ADV.

How many employees does Columbia River Financial Group, LLC have?

Columbia River Financial Group, LLC reports 4 employees.

Where is Columbia River Financial Group, LLC located?

Columbia River Financial Group, LLC is based in Vancouver, WA and has been SEC-registered since 2020.

Does Columbia River Financial Group, LLC disclose fund performance?

Columbia River Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16701 SE McGillivray Blvd.,, #250, Vancouver, WA 98683
Phone3603353350
Office hours8 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150.5M
Non-discretionary$6.6M
Total (RAUM)$157M