RIVER'S EDGE
Firm details
- Headquarters
- BEAVER, Pennsylvania
- CRD number
- 313711
- Registered since
- July 26, 2024
- Website
- www.riversedgewm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.83%
- Individuals42.3%
- Pension & Profit Sharing Plans3.14%
- Charitable Organizations0.43%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
River's Edge is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars/workshops. Fee arrangements combine a percentage of assets under management and fixed fees. Investment orientation skews toward equities: the firm's ADV lists a preference for exchange-traded equities and its reported asset mix and 13F filings show a heavy ETF allocation. River's Edge is not identified as an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds28%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
3 of 4Trevor York
Director of PlanningCRD 6800601
Jacob McConnell
Associate Wealth AdvisorCRD 7267272
Quinn McCracken
Financial Planning ConsultantCRD 6880322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$110M in ETFs
89%
$98M
2%
$12.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US MID-CAP ETF (SCHM) | Schwab | Passive | Mid Cap Blend | $12.8M | 379,814 | 11.61% |
Location
BEAVER, PA
BEAVER
Location
BEAVER, PA
Headquartered in BEAVER, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- BEAVER
- Address
- 525 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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