Columbia River Financial Group

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Columbia River Financial Group — overview

About

Columbia River Financial Group is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. Its services include investment management, financial planning, retirement planning, cash flow planning, risk management, tax strategies, estate and legacy planning and portfolio management. The wealth manager advises individuals, trusts, estates, charitable organizations, corporations, associations and business entities.

Columbia River Financial Group - known decision makers (4)

Position	Location	Asset Class
Portfolio & Client Services Advisor	Vancouver, US	GEN
Chief Compliance Officer & Senior Financial Advisor	Vancouver, US	GEN
Founder, Managing Member & Senior Financial Advisor	Vancouver, US	GEN
Senior Financial Advisor	Vancouver, US	GEN

Showing 4 of 4 known decision makers Columbia River Financial Group

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo