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. Hourly charges are usually charged for consulting work and special projects. 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.

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.