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Willamette Financial Advisors, LLC

● SEC registered since 2017CRD 173482SEC# 801-112193Portland, OR
Export (members)
Reg. AUM
$151.8M
Employees
4
Accounts
670
Location
Portland, OR

Willamette Financial Advisors, LLC assets under management

Willamette Financial Advisors, LLC operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2017. It reports $151.8 million in regulatory assets under management and employs 4 people.
www.wfinadv.comView on SEC.gov ↗

Willamette Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Michael Jones ControlPrincipal Member, Cco & Cfo50-75%2018
Ronald Allen Barry ControlPrincipal Member, Ceo, And Coo50-75%2014

Frequently asked questions

How much does Willamette Financial Advisors, LLC manage?

Willamette Financial Advisors, LLC reports $151.8 million in regulatory assets under management on its Form ADV.

How many employees does Willamette Financial Advisors, LLC have?

Willamette Financial Advisors, LLC reports 4 employees.

Where is Willamette Financial Advisors, LLC located?

Willamette Financial Advisors, LLC is based in Portland, OR and has been SEC-registered since 2017.

Does Willamette Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address6650 SW Redwood Lane, Suite 310, Suite 310, Portland, OR 97224
Phone503-747-0306
Fax503-459-0541
Office hours9 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149.8M
Non-discretionary$2.1M
Total (RAUM)$151.8M