Five Rivers Financial Advisors, LLC
Five Rivers Financial Advisors, LLC (CRD# 120249) is a financial advisory firm headquartered in North East, MD. They manage $46,615,299 in 217 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management47MILLION
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Total Number of Accounts217ACCOUNTS
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Average Account Value$214,817
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, FL, MD, NJ, PA
Financial Advisors at Five Rivers Financial Advisors, LLC
1
Raymond Heidel (CRD# 3180344) is an Investment Advisor Representative working at Five Rivers Financial Advisors, LLC in North East, MD and has over 26 years of experience in the finance industry.
2
Benjamin Huber (CRD# 7061951) is an Investment Advisor Representative working at Five Rivers Financial Advisors, LLC in North East, MD and has 1 year of experience in the finance industry.
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