Overview
Assets Under Management: $277 million
Headquarters: CHRISTIANSBURG, VA
High-Net-Worth Clients: 89
Average Client Assets: $1 million
Frequently Asked Questions
NEW RIVER FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283428), NEW RIVER FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
NEW RIVER FINANCIAL GROUP, LLC is headquartered in CHRISTIANSBURG, VA.
NEW RIVER FINANCIAL GROUP, LLC serves 89 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, NEW RIVER FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
NEW RIVER FINANCIAL GROUP, LLC manages $277 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, NEW RIVER FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.54
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,495
Discretionary Accounts: 1,495
Regulatory Filings
CRD Number: 283428
Filing ID: 1952688
Last Filing Date: 2025-03-12 11:37:00
Website: https://planwellretirehappy.com