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Building 2COLUMBIA RIVER ADVISORS

Map pinTACOMA, WA
Phone(253) 589-1401
NotebookSEC #801-71970
Total AUM
$191.1M
Employees
6
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1927 DOCK STREET
TACOMA
WA 98402
United States
Operating Hours
8:30AM - 5PM; 3PM ON FRIDAY
Monday - Friday
Phone
(253) 589-1401
Other Offices
2

ReceiptFinancials

Total AUM
$191.1M
Accounts
575
Discretionary
$187.7M
Accounts
565
Non-Discretionary
$3.5M
Accounts
10

ContactClients

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Individual Clients
203
AUM
$90.6M
HNW Individual Clients
28
AUM
$100.3M
Pooled Vehicle Clients
2
AUM
$325.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
CAINMTORWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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