Columbia River Financial Group

Columbia River Financial Group, LLC, established in 2017, is an Investment Adviser registered with the U.S. Securities & Exchange Commission. The firm's core foundation is to provide caring and thoughtful advice to clients for their financial goals. They offer Investment Management Services on a discretionary basis, tailoring portfolios to match client objectives and time horizons. Services may include financial and retirement planning, wealth transfer, and advice for various life situations. As of December 31, 2024, the firm manages $157,030,831 in assets, with a minimum advisory fee of $3,000 per year per household. Fees for Investment Management Services are based on assets under management and are charged quarterly. The firm does not charge performance-based fees and provides services to various types of clients without a minimum account size requirement. Investment strategies include long-term and short-term purchases, margin transactions, and options trading. Clients maintain investment discretion but can provide restrictions if needed. The firm has not been subject to disciplinary actions and operates with a fiduciary duty to act in clients' best interests. For more information, clients can contact Columbia River Financial Group at 360-335-3350.