Columbia River Financial Group, LLC
● SEC registered since 2020CRD 288539SEC# 801-120016Vancouver, WA
Reg. AUM
$194.8M
Employees
4
Accounts
731
Location
Vancouver, WA
Columbia River Financial Group, LLC assets under management
Columbia River Financial Group, LLC is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2020. It reports $194.8 million in regulatory assets under management and employs 4 people.
Columbia River Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Mitchell Peterson Control | Member | Over 75% | 2017 |
| Michael Ray Baltzell Control | Chief Compliance Officer | Under 5% | 2017 |
Frequently asked questions
How much does Columbia River Financial Group, LLC manage?
Columbia River Financial Group, LLC reports $194.8 million in regulatory assets under management on its Form ADV.
How many employees does Columbia River Financial Group, LLC have?
Columbia River Financial Group, LLC reports 4 employees.
Where is Columbia River Financial Group, LLC located?
Columbia River Financial Group, LLC is based in Vancouver, WA and has been SEC-registered since 2020.
Does Columbia River Financial Group, LLC disclose fund performance?
Columbia River Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16701 SE McGillivray Blvd.,, #250, Vancouver, WA 98683 |
| Phone | 3603353350 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$194.8M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$194.8Mregulatory AUM
Discretionary $181.4MNon-discretionary $13.4M