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Chad Mitchell Peterson

COLUMBIA RIVER FINANCIAL GROUP, LLC·VANCOUVER, Washington
Unclaimed Profile
16701 SE MCGILLIVRAY BLVD.,, VANCOUVER, WA 98683CRD# 2381093Firm CRD# 288539
01

About

Chad Mitchell Peterson is a registered financial advisor based in VANCOUVER, Washington, affiliated with COLUMBIA RIVER FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLUMBIA RIVER FINANCIAL GROUP, LLC
COLUMBIA RIVER FINANCIAL GROUP
AUM
$138M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COLUMBIA RIVER FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2381093
Firm CRD# 288539
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Mitchell Peterson offer?
Chad Mitchell Peterson specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Chad Mitchell Peterson's credentials?
Chad Mitchell Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Mitchell Peterson located?
Chad Mitchell Peterson is based in VANCOUVER, Washington, working with COLUMBIA RIVER FINANCIAL GROUP, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Chad Mitchell Peterson charge for services?
Chad Mitchell Peterson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA RIVER FINANCIAL GROUP, LLC?
COLUMBIA RIVER FINANCIAL GROUP, LLC has approximately 4 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
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