Updated:
Columbia River Financial Group
Columbia River Financial Group was founded in 2017 in Vancouver, Washington. It operates as a registered investment advisor serving individuals, trusts, and...
Overview
Columbia River Financial Group was founded in 2017 in Vancouver, Washington. It operates as a registered investment advisor serving individuals, trusts, and business entities. The firm delivers investment management alongside financial planning. No public data identifies specific asset classes, named holdings, co-investors, or geographic reach beyond its headquarters location. No information exists on team size, additional offices, or operational events in the last 24 months. Adjacent vehicles such as foundations or club memberships are not disclosed. The firm maintains a standard RIA structure with no evident hybrid vehicles or succession details in available records.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Vancouver
Corporate office
Vancouver, WA, United States
Frequently asked questions
Who does Columbia River Financial Group advise?
The firm advises individuals, trusts, and business entities.
What services does Columbia River Financial Group provide?
It provides investment management and financial planning.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Columbia River Financial Group in Altss
Explore available research and relationship coverage for this adviser in Altss.