Wild Rivers Financial Services, LLC (Brookings)

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.

Wild Rivers Financial Services: assets under management

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 firm manages $16.4 million in discretionary accounts and $1.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $202.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $199.04 thousand.

Fees & Commissions

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.

Careers at Wild Rivers Financial Services, LLC

Stanley J Baron has been acting as President since 1 Oct 2005. Alexander C. Leighton joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chetco Federal Credit Union	Owner	1 Mar 2005	75% - 100%	93-0493307
Stanley J Baron	Director	1 Oct 2005	Other	5145065
Victoria Coe Marrone	Chief compliance officer / chief executive officer	1 Oct 2005	Other	5145046
Gail Lynn Hedding	Director	1 Oct 2005	Other	5145058
James David Nelson	Director	1 Oct 2005	Other	5145067
Stanley Joseph Baron	Director	1 Oct 2005	Other	5145065
Patricia Ann Mcvay	Director	1 Apr 2007	Other	5347840
Alexander C. Leighton	Director	1 Jul 2008	Other	5572017
Alexander Cleeland Leighton	Director	1 Jul 2008	Other	5572017

Based in Brookings

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.