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COLUMBIA CREST FINANCIAL ADVISORS, LLC

EIN 27-2814273-investment banking-Latest filing 2025
Plans
1
Retirement
1
$909K assets
Welfare
0
Participants
8
2540 NE KRESKY AVENUE, SUITE A - CHEHALIS, WA 98532360-740-6450columbiacrestfa.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$909K - 8 part

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Retirement#001

COLUMBIA CREST FINANCIAL ADVISORS 401(K) PSP

401k

Assets$909K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLUMBIA CREST FINANCIAL ADVISORS 401(K) PSP401k$909K82025
Retirement plans
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