Columbia Advisory Partners LLC

EST. AUM
$312,630,000

CONTACTS

CLIENT ACCOUNTS
1,822

Firm Details

Metro area Seattle
CRD Number 171616
Website capnorthwest.com
Client types

Overview

CAP Northwest is a financial planning firm based in Spokane, Washington, operating under Columbia Advisory Partners LLC as the registered investment advisor. Founded by Steve Larsen, the firm has expanded through strategic acquisitions and talent additions and serves individuals and families across the Pacific Northwest and beyond. CAP Northwest offers retirement planning, investment management, tax strategies, estate planning, and education savings guidance, with advisors featured in Forbes and Investment News.

Platform Details

Investment Preferences

Alternative Activity