New River Financial Group LLC

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Assets, Funds, Holdings

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New River Financial Group LLC
CRD #283428
SEC #801-126115
CIK #0001617037
AUM $184.1 MM (2024-03-26)
Employees 7 (29% Investors, 0% Brokers)
Phone540-639-4810
Address1055 W Main Street
Christiansburg, VA 24073
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
190152114763802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 497 124.7
(b) Individuals (high net worth individuals) 43 59.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 541 184.1
By Discretionary
Discretionary 541 184.1
Non-Discretionary 0 0.0
Total 541 184.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 184.1
Total 541 184.1
EDGAR Form CIK 2011 - 2024
D [0001617037]
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