Columbia River Advisors

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

500 108th Ave NE Ste 1100, Bellevue, Was...

Phone Number

(253) 589-1401

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Columbia River Advisors

Columbia River Advisors is an independent SEC registered investment advisor firm that specializes in providing comprehensive wealth management solutions for individuals and families. Their experienced team offers a range of services including retirement planning, estate planning, tax planning, and investment management, all designed to simplify the financial planning process. The firm prides itself on its unbiased and innovative strategies, acting as a financial quarterback for clients. Columbia River Advisors is dedicated to helping clients navigate their financial journeys and achieve their goals.Explore more
Columbia River Advisors's Social MediaPopular SearchesColumbia River AdvisorsColumbia River Advisors LLCColumbia River Advisors 11100Columbia River Advisors( CRDVisualStudio.tv IncSIC Code 62,628NAICS Code 52,523Show more

Columbia River Advisors Org Chart

PhoneEmail
JM
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Chief Compliance Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Columbia River Advisors

<$5M
11-50
Private
-
2011
JM
Julie MorrisonChief Compliance Officer
$5.6M
11-50
Private
<$5M
2012
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Columbia River Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Columbia River Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Columbia River Advisors.

Columbia River Advisors Tech Stack

A closer look at the technologies used by Columbia River Advisors

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Frequently Asked Questions Regarding Columbia River Advisors

What is Columbia River Advisors's official website?
Columbia River Advisors's official website is www.trustcra.com
What is Columbia River Advisors's Revenue?
Columbia River Advisors's revenue is <$5 Million
What is Columbia River Advisors's SIC code?
Columbia River Advisors's SIC: 62,628
What is Columbia River Advisors's NAICS code?
Columbia River Advisors's NAICS: 52,523
How many employees does Columbia River Advisors have?
Columbia River Advisors has 11-50 employees
What industry does Columbia River Advisors belong to?
Columbia River Advisors is in the industry of: Finance, Securities Trading
What is Columbia River Advisors competition?
Columbia River Advisors top competitors include: Stockade Wealth Management, Waterford Advisors, Selkirk Wealth Advisors, Goodrich and Associates
What technology does Columbia River Advisors use?
Some of the popular technologies that Columbia River Advisors uses are: WooCommerce, WordPress.org, PHP, Sucuri WAF
How do I contact Columbia River Advisors?
Columbia River Advisors contact info: Phone number: (253) 589-1401 Website: www.trustcra.com
What does Columbia River Advisors do?

Columbia River Advisors is an independent SEC registered investment advisor firm that specializes in providing comprehensive wealth management solutions for individuals and families. Their experienced team offers a range of services including retirement planning, estate planning, tax planning, and investment management, all designed to simplify the... financial planning process. The firm prides itself on its unbiased and innovative strategies, acting as a financial quarterback for clients. Columbia River Advisors is dedicated to helping clients navigate their financial journeys and achieve their goals.Read More

What are Columbia River Advisors social media links?
Columbia River Advisors Linkedin page Columbia River Advisors Twitter page Columbia River Advisors Facebook page
Is Columbia River Advisors a public company?
Columbia River Advisors is private company therefore does not currently have an official ticker symbol
See more information about Columbia River Advisors

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