Crown Point Wealth Advisors

Crown Point Wealth Advisors (CRD# 322424) is a financial advisory firm headquartered in Hood River, OR. They manage $111,024,591 in 876 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1313 Belmont Ave., Hood River, OR 97031
https://www.facebook.com/profile.php?id=100086650336249
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    876
    ACCOUNTS
  • Average Account Value
    $126,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Crown Point Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Joseph Guenther, financial advisor Hood River OR
Joseph C. Guenther
CRD#: 5385824
1313 Belmont Ave., Hood River, OR 97031

Joseph Guenther (CRD# 5385824) is an Investment Advisor Representative working at Crown Point Wealth Advisors in Hood River, OR and has over 16 years of experience in the finance industry.

2
James Williams, financial advisor Hood River OR
James D. Williams
CRD#: 5739663
1313 Belmont Ave., Hood River, OR 97031

James Williams (CRD# 5739663) is an Investment Advisor Representative working at Crown Point Wealth Advisors in Hood River, OR and has over 13 years of experience in the finance industry.

3
Sharon Pack, financial advisor Hood River OR
Sharon M. Pack
CRD#: 7467068
1313 Belmont Ave., Hood River, OR 97031

Sharon Pack (CRD# 7467068) is an Investment Advisor Representative working at Crown Point Wealth Advisors in Hood River, OR and has 1 year 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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