INDIAN RIVER FINANCIAL GROUP, INC.

Overview

Indian River Financial Group, Inc. is organized as a corporation and is owned by an individual. The firm provides financial planning and selects third‑party advisers on behalf of clients. It operates as a capital allocator and employs multiple fee arrangements, including a percentage of assets under management, hourly fees, fixed fees, and other fee structures. The firm is not identified as an active ESG investor, does not operate as a multi‑state adviser, is not newly formed, and does not serve as a pension consultant or related adviser according to the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices