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Matthew William Stredwick

COLUMBIA RIVER ADVISORS, LLC·TACOMA, Washington
COLUMBIA RIVER ADVISORS, LLC
2115 N 30TH STREET, SUITE 102, TACOMA, WA 98403CRD# 6303589Firm CRD# 154571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew William Stredwick · TACOMA, WA
Registration
CRD #6303589 · COLUMBIA RIVER ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Matthew William Stredwick is a registered financial advisor based in TACOMA, Washington, affiliated with COLUMBIA RIVER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COLUMBIA RIVER ADVISORS, LLC
COLUMBIA RIVER ADVISORS
AUM
$472M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6303589
Firm CRD# 154571
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew William Stredwick offer?
Matthew William Stredwick specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TACOMA, Washington for a consultation.
What are Matthew William Stredwick's credentials?
Matthew William Stredwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew William Stredwick located?
Matthew William Stredwick is based in TACOMA, Washington, working with COLUMBIA RIVER ADVISORS, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Matthew William Stredwick charge for services?
Matthew William Stredwick's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA RIVER ADVISORS, LLC?
COLUMBIA RIVER ADVISORS, LLC has approximately 6 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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