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THREE RIVERS EXECUTIVE CONSULTING, LLC
CRD 311549 · SEC 801-123205
3000 STONEWOOD DR, SUITE 330, WEXFORD, PA, 15090, United States
Phone
412-293-4500
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$86.5M
Discretionary AUM
$70.4M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $25.2M |
| High net worth individuals | 12 | $15.3M |
| Pension/profit sharing plans | 5 | $16.1M |
| Corporations/business entities | 6 | $29.9M |
All web addresses on file
Official SEC filing: View on IAPD