THREE RIVERS EXECUTIVE CONSULTING, LLC
  • THREE RIVERS EXECUTIVE CONSULTING, LLC

Adviser Profile

As of Date 07/20/2023
Registration status Registration Changed to THREE RIVERS EXECUTIVE CONSULTING, LLC
ADV Location WEXFORD, PA, United States
Contact Info 412 xxxxxxx
Websites
AUM* 39,572,850
of that, discretionary 39,342,850
Number of Employees 2
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 223,575
% High Net Worth 5.83%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

175M 150M 125M 100M 75M 50M 25M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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