The COLUMBIA RIVER ADVISORS is a privately held investment adviser that advises $191.15mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. COLUMBIA RIVER ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 56.75% over the last 5-years.
The Group has been registered with the SEC for 15.69 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1927 DOCK STREET, TACOMA, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees decreased by 14.29% over the last 5-years.
Their $191.15mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $100.26mn or 52.45% of Total Assets and Individuals own $90.56mn or 47.38% of Total Assets.
The Group's top investment strategies include Commodities, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
COLUMBIA RIVER ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.