CRD: 173482
Willamette Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2015
- Office Locations
- 1
Office Locations
About Willamette Financial Advisors, LLC
Willamette Financial Advisors is an independent, fee-based fiduciary RIA in Portland serving individuals, families, and businesses nationwide. The firm provides holistic wealth planning and proactive investment guidance grounded in education and transparency. Portfolios emphasize asset allocation and risk management using ETFs and mutual funds, with securities offered through Charles Schwab & Co.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES MICHAEL JONES
Chief Compliance Officer, Chief Financial Officer, Financial Advisor, General Partner, Principal Member
- CRD
- #2070022
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD F STERONKO
Investment Advisor
- CRD
- #5168665
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,784,729 | $229,368 |
| Non-Discretionary | $6,704,318 | $1,340,864 |
| Total | $117,489,047 | $240,756 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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