Overview
Assets Under Management: $195 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
COLUMBIA RIVER FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288539), COLUMBIA RIVER FINANCIAL GROUP is subject to fiduciary duty under federal law.
COLUMBIA RIVER FINANCIAL GROUP is headquartered in VANCOUVER, WA.
COLUMBIA RIVER FINANCIAL GROUP serves 60 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, COLUMBIA RIVER FINANCIAL GROUP offers financial planning and portfolio management for individuals. View all service details ↓
COLUMBIA RIVER FINANCIAL GROUP manages $195 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, COLUMBIA RIVER FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 731
Discretionary Accounts: 697
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 288539
Filing ID: 2052026
Last Filing Date: 2026-02-09 18:49:04