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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith crestLegacy element
- Established Date
- 06-01-2017
- Office Locations
- 1
Office Locations
About Columbia River Financial Group
Columbia River Financial Group is a Vancouver, WA RIA serving retirees, business owners, and entrepreneurs with financial planning and portfolio management. The firm focuses on asset allocation using public funds, mutual funds, and ETFs. It primarily custodies assets at Charles Schwab and uses platforms such as Black Diamond and eMoney to support reporting and planning.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHAD MITCHELL PETERSON
Financial Advisor, General Partner
- CRD
- #2381093
- Ownership
- 75% or more
MICHAEL RAY BALTZELL
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4871330
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KATHERINE Marie HARDIN
--
- CRD
- #5777431
DEREK RONALD KAUFMAN
Financial Advisor, General Partner
- CRD
- #5506614
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,389,510 | $260,243 |
| Non-Discretionary | $13,441,615 | $395,342 |
| Total | $194,831,125 | $266,527 |
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Separately Managed Accounts
Total SMA Asset: $194,831,125
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $466,469,219 | 11.7% |
| Equity - Exchange | $2,280,516,184 | 57.2% |
| Cash | $1,239,931,002 | 31.1% |
| Total | $3,986,916,405 | 100.0% |