Five Rivers Financial Advisors, LLC

RIASEC Registered

Total AUM

$55.3M

Discretionary

$55.3M

100% of AUM

Avg account

$284K

Accounts

195

Employees

Advisory reps

Firm details

Headquarters: North East, Maryland
CRD number: 120249
Website: www.fiveriversfinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.42%
Individuals30.47%
Corporations / Businesses0.1%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Five Rivers Financial Advisors, LLC is an independent Registered Investment Advisor organized as a limited liability company and operated by an individual owner. The firm serves both individual and family clients as well as institutional clients, providing financial planning and portfolio management services tailored to individuals and small businesses. Compensation comes through a mix of asset-based fees, hourly charges, and fixed-fee engagements. The adviser does not describe itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant.