COLUMBIA RIVER FINANCIAL GROUP, LLC
Legal name: COLUMBIA RIVER FINANCIAL GROUP
CRD #288539 SEC #801-120016 VANCOUVER, WA 3603353350
SEC Registered
Total AUM
$157M
Discretionary
$150.5M
Employees
4
Clients
10
Accounts
580
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $157M | $150.5M | $6.6M | 4 | 0 |
| Mar 2025 | $157M | $150.5M | $6.6M | 4 | 0 |
| Mar 2024 | $137.6M | $132M | $5.6M | 4 | 0 |
| Mar 2023 | $119.8M | $114.5M | $5.3M | 4 | 0 |
| Oct 2022 | $130.5M | $123.9M | $6.6M | 4 | 0 |
| May 2022 | $130.5M | $123.9M | $6.6M | 4 | 0 |
| Mar 2022 | $130.5M | $123.9M | $6.6M | 4 | 0 |
| Mar 2021 | $110.9M | $101M | $9.9M | 4 | 0 |
| Nov 2020 | $108.8M | $99.3M | $9.5M | 4 | 0 |
DateMar 2025
Total AUM$157M
Discretionary$150.5M
Non-Disc.$6.6M
Employees4
Clients0
DateMar 2025
Total AUM$157M
Discretionary$150.5M
Non-Disc.$6.6M
Employees4
Clients0
DateMar 2024
Total AUM$137.6M
Discretionary$132M
Non-Disc.$5.6M
Employees4
Clients0
DateMar 2023
Total AUM$119.8M
Discretionary$114.5M
Non-Disc.$5.3M
Employees4
Clients0
DateOct 2022
Total AUM$130.5M
Discretionary$123.9M
Non-Disc.$6.6M
Employees4
Clients0
DateMay 2022
Total AUM$130.5M
Discretionary$123.9M
Non-Disc.$6.6M
Employees4
Clients0
DateMar 2022
Total AUM$130.5M
Discretionary$123.9M
Non-Disc.$6.6M
Employees4
Clients0
DateMar 2021
Total AUM$110.9M
Discretionary$101M
Non-Disc.$9.9M
Employees4
Clients0
DateNov 2020
Total AUM$108.8M
Discretionary$99.3M
Non-Disc.$9.5M
Employees4
Clients0