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Building 2THREE RIVERS EXECUTIVE CONSULTING, LLC

Map pinWEXFORD, PA
Phone412-293-4500
NotebookSEC #801-123205
Total AUM
$39.6M
Employees
2
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 STONEWOOD DR
SUITE 330
WEXFORD
PA 15090
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
412-293-4500

ReceiptFinancials

Total AUM
$39.6M
Accounts
181
Discretionary
$39.3M
Accounts
177
Non-Discretionary
$230K
Accounts
4

ContactClients

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Individual Clients
97
AUM
$18.4M
HNW Individual Clients
6
AUM
$6.1M
Corporation or Business Clients
3
AUM
$15.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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