Columbia River Financial Group

Overview

Columbia River Financial Group is an independent, owner-operated registered investment adviser organized as a limited liability company and SEC-registered since 2020. The firm provides financial planning and portfolio management services, focused on individuals, families and small-business clients; it also lists institutional clients in its client base. Compensation is fee-based on a percentage of assets under management. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices