DIRECTORY OF REGISTERED ADVISORS
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Tel: (804) 335-1200
340 Browns Hill Court Midlothian, Virginia 23114
COLONIAL RIVER WEALTH MANAGEMENT LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC is a Midlothian, Virginia based financial advisory firm with nearly $274,599,256 in assets under management and provides investment advisory services for 1415 clients. There are currently 16 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
284839
SEC#:
801-113243
No. of Clients:
1415
Assets under Management
$274,599,256
No. of Advisors:
16
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