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Building 2FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC

Map pin
Phone203-388-4848
NotebookSEC #801-136575
Total AUM
$108.7M
Employees
4
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM- 6PM
Monday - Friday
Phone
203-388-4848
Other Offices
2

ReceiptFinancials

Total AUM
$108.7M
Accounts
110
Discretionary
$108.7M
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
108
AUM
$105.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLNCNYTXVAWA

HandshakeAffiliates

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

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