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COLUMBIA RIVER FINANCIAL GROUP

COLUMBIA RIVER FINANCIAL GROUP, LLC

CRD 288539 · SEC 801-120016

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16701 SE MCGILLIVRAY BLVD.,, #250, VANCOUVER, WA, 98683, United States

Phone

3603353350

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$194.8M

Discretionary AUM

$181.4M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals214$79.2M
High net worth individuals60$113.3M
Corporations/business entities4$2.4M

States served

AZ, CA, OR, WA

All web addresses on file

Official SEC filing: View on IAPD