Wild Rivers Financial Services, LLC is a large advisory firm based in Brookings. It manages $17.59 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2009.
Wild Rivers Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wild Rivers Financial Services, LLC is $17.59 million. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wild Rivers Financial Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stanley J Baron has been acting as President since 1 Oct 2005. Alexander C. Leighton joined the executive team most recently as the Director.
The principal office where Wild Rivers Financial Services, LLC performs its advisory services is located at 610 5 Th Street, Brookings, OR 97415 The mailing address of the firm is Po Box 4790, Brookings, OR 97415. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541.469.4080 or by fax 541.469.5351. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.