AdvisorOS Directory
Claim Profile
NA

Nathaniel James Angelo

COLUMBIA RIVER ADVISORS, LLC·TACOMA, Washington
Unclaimed Profile
2115 N 30TH STREET, SUITE 102, TACOMA, WA 98403CRD# 4637789Firm CRD# 154571
01

About

Nathaniel James Angelo 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
03

Firm Overview

Firm
COLUMBIA RIVER ADVISORS, LLC
COLUMBIA RIVER ADVISORS
AUM
$472M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at COLUMBIA RIVER ADVISORS, LLC →
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# 4637789
Firm CRD# 154571
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TACOMA?

Browse all registered financial advisors in TACOMA, Washington or claim this profile if it's yours.

Browse TACOMA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nathaniel James Angelo offer?
Nathaniel James Angelo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TACOMA, Washington for a consultation.
What are Nathaniel James Angelo's credentials?
Nathaniel James Angelo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathaniel James Angelo located?
Nathaniel James Angelo 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 Nathaniel James Angelo charge for services?
Nathaniel James Angelo'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TACOMA
Dorothy Anne Lewis — FINANCIAL INSIGHTS INCAlexandria Anne Kemp — FINANCIAL INSIGHTS INCPaul Richard Greenwood — GQG PRIVATE CAPITAL SOLUTIONS LLCJohn David Griswold — NORTHERN LIGHTS CAPITAL GROUP, LLCSue Ellen Summers — PURCELL ADVISORY SERVICES, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)BELLINGHAM (55)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile