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WILLAMETTE FINANCIAL ADVISORS, LLC

dba WILLAMETTE FINANCIAL ADVISORS, LLC · CRD 173482 · Registered Investment Adviser

WILLAMETTE FINANCIAL ADVISORS, LLC is a Registered Investment Adviser headquartered in PORTLAND, OR. The firm reports $117,489,047 in regulatory assets under management across 488 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$110,784,729
Non-discretionary$6,704,318
Total RAUM$117,489,047
Accounts488

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 173482. adviserinfo.sec.gov/firm/summary/173482.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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