Falists
← Back to search

RIVER CRESCENT ADVISORS, LLC

CRD 334629 · SEC 801-132065

Visit website

800 W RIVERVIEW DRIVE, SUFFOLK, VA, 23434, United States

Phone

(757) 651-9305

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$136.8M

Discretionary AUM

$136.8M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals115$17.3M
High net worth individuals25$119.5M

States served

AZ, MD, NC, VA

All web addresses on file

Official SEC filing: View on IAPD