COLUMBIA RIVER FINANCIAL GROUP, LLC

COLUMBIA RIVER FINANCIAL GROUP
VANCOUVER, Washington·2 registered advisors·CRD# 288539
SEC# 801-12001603603353350
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COLUMBIA RIVER FINANCIAL GROUP, LLC

2 registered advisors
Chad Mitchell Peterson
VANCOUVER, Washington
Michael Ray Baltzell
VANCOUVER, Washington
05

Office Locations

VANCOUVER, Washington
2 advisors

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Data sourced from SEC Form ADV filings. COLUMBIA RIVER FINANCIAL GROUP, LLC (CRD# 288539) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.