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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALTZELL, MICHAEL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
| PETERSON, CHAD, MITCHELL | I | MEMBER | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (3)
AZ OR WA
Address
16701 SE MCGILLIVRAY BLVD.,#250
VANCOUVER, WA 98683
United States
Phone: 3603353350