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Building 2RIVER WEALTH ADVISORS LLC

Map pinCAMP HILL, PA
Phone717-888-9830
NotebookSEC #801-80629
Total AUM
$1.5B
Employees
20
Clients
900

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CORPORATE CENTER DRIVE
SUITE 102
CAMP HILL
PA 17011
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
717-888-9830
Other Offices
2

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,589
Discretionary
$1.4B
Accounts
2,544
Non-Discretionary
$28.2M
Accounts
45

ContactClients

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Individual Clients
504
AUM
$228.3M
HNW Individual Clients
372
AUM
$1.2B
Pension/Profit Sharing Plan Clients
8
AUM
$8.2M
Charitable Organization Clients
12
AUM
$22.8M
Corporation or Business Clients
4
AUM
$23.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CADEFLILMAMDNCNHNJNYPASCSDTNTXVAVT

HandshakeAffiliates

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

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