Columbia River Financial Group
Columbia River Financial Group is an SEC-registered mass-market adviser in Vancouver, WA with $194.8M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Columbia River Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288539, SEC 801-120016, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $194.8M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Vancouver, WA
- Employees
- 4
- Clients
- 278
- CRD
- 288539
- Ownership
- PETERSON, CHAD, MITCHELL; BALTZELL, MICHAEL, RAY
How much AUM does Columbia River Financial Group have?
Columbia River Financial Group reported $194.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Columbia River Financial Group?
Disclosed owners and executives of Columbia River Financial Group include PETERSON, CHAD, MITCHELL, BALTZELL, MICHAEL, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.