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FIVE RIVERS FINANCIAL ADVISORS, LLC
CRD 120249
3 SOUTH MAULDIN AVE., NORTH EAST, MD, 21901, United States
Phone
410-287-2155
Fax
410-287-0075
Registration
— (—)
Source
State registered
Total AUM
$55.3M
Discretionary AUM
$55.3M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $16.8M |
| High net worth individuals | 21 | $38.4M |
| Corporations/business entities | 1 | $58K |
All web addresses on file
Official SEC filing: View on IAPD