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COLONIAL RIVER WEALTH MANAGEMENT LLC

Tel: (804) 335-1200
340 Browns Hill Court
Midlothian, Virginia  23114

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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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