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COLUMBIA RIVER ADVISORS
COLUMBIA RIVER ADVISORS, LLC
CRD 154571 · SEC 801-71970
1927 DOCK STREET, TACOMA, WA, 98402, United States
Phone
(253) 589-1401
Fax
253-589-1442
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.1M
Discretionary AUM
$187.7M
Team
6 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $90.6M |
| High net worth individuals | 28 | $100.3M |
| Pooled investment vehicles | 2 | $325K |
States served
CA, IN, MT, OR, WA
All web addresses on file
Official SEC filing: View on IAPD