COLONIAL RIVER WEALTH MANAGEMENT LLC - Financial Advisor in Virginia, Midlothian

Tel: (804) 335-1200 340 Browns Hill Court Midlothian, Virginia 23114

About COLONIAL RIVER WEALTH MANAGEMENT LLC

COLONIAL RIVER WEALTH MANAGEMENT LLC is a Midlothian, Virginia based financial advisory firm with nearly $274,599,256 in assets under management and provides investment advisory services for 1415 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

284839

Firm SEC#:

801-113243

Assets Under Management:

$274,599,256

No. of Clients:

1415

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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