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Operations Manager/ CCO · Columbia River Advisors

Julie L. Morrison

CRD 6220107 · Named on Form ADV at one SEC-registered adviser

At a glance

Columbia River Advisors, an SEC-registered wealth manager based in Tacoma, WA with $191 million in regulatory assets, lists Julie L. Morrison on its Form ADV as Operations Manager/ CCO.

Firms and roles

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Julie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.