Cairn Investment Group

Cairn Investment Group (CRD# 143601) is a financial advisory firm headquartered in Vancouver, WA. They manage $336,564,032 in 838 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
500 Broadway Street, Suite 480, Vancouver, WA 98660
https://www.linkedin.com/company/6430677
By the Numbers
  • Total Assets Under Management
    337
    MILLION
  • Total Number of Accounts
    838
    ACCOUNTS
  • Average Account Value
    $401,628
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Cairn Investment Group
Showing 1 - 4 of 4 top financial advisors.
1
Mark Farrelly, financial advisor Mountain View CA
Mark P. Farrelly
CRD#: 4457364
Mountain View, CA

Mark Farrelly (CRD# 4457364) is an Investment Advisor Representative working at Cairn Investment Group in Mountain View, CA and has over 22 years of experience in the finance industry.

2
Patrick Mason, financial advisor Vancouver WA
Patrick J. Mason
CRD#: 4585346
500 Broadway Street, Suite 480, Vancouver, WA 98660

Patrick Mason (CRD# 4585346) is an Investment Advisor Representative working at Cairn Investment Group in Vancouver, WA and has over 21 years of experience in the finance industry.

3
Timothy Mosier, financial advisor Vancouver WA
Timothy A. Mosier
CRD#: 4650900
500 Broadway Street, Suite 480, Vancouver, WA 98660

Timothy Mosier (CRD# 4650900) is an Investment Advisor Representative working at Cairn Investment Group in Vancouver, WA and has over 20 years of experience in the finance industry.

4
Daniel Poe, financial advisor Vancouver WA
Daniel S. Poe
CRD#: 5818438
500 Broadway Street, Suite 480, Vancouver, WA 98660

Daniel Poe (CRD# 5818438) is an Investment Advisor Representative working at Cairn Investment Group in Vancouver, WA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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