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New River Financial Group LLC
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CRD # | 283428 |
SEC # | 801-126115 |
CIK # | 0001617037 |
AUM | $184.1 MM (2024-03-26) |
Employees | 7 (29% Investors, 0% Brokers) |
Phone | 540-639-4810 |
Address | 1055 W Main Street Christiansburg, VA 24073 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
---|
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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AFT Forsyth and Company Inc
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|
FL | 0.2 |
Patrick M Sweeney & Associates Inc
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IL | 0.2 |
Parrott Wealth Management LLC
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TX | 0.2 |
Trustwell Financial Advisors LLC
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FL | 0.2 |
Hoffman Alan Nathan
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MA | 0.2 |
Strategic Planning Group Inc
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MA | 0.2 |
Lynch Asset Management Inc
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PA | 0.2 |
RD Lewis Holdings Inc
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|
FL | 0.2 |
Bennington Financial Planning Group
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|
VT | 0.2 |
Alder Financial Group Inc
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|
GA | 0.2 |