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- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-20-2017
- Office Locations
- 1
Office Locations
About Bush River Trust, LLC
Bush River Trust, LLC is a fee-only fiduciary RIA providing strategic financial planning and ongoing implementation for individuals, entrepreneurs, and nonprofits. The firm uses low-cost indexing, primarily via exchange-traded funds, to build globally diversified portfolios sized to client needs rather than market timing, with a focus on keeping expenses down. Led by Wilson Taliaferro, with experience advising closely held businesses and healthcare technology startups.
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Owner & Executives
WILSON CROSBY TALIAFERRO
Chief Compliance Officer, Managing Member
- CRD
- #6219216
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,037,684 | -- |
| Total | $23,037,684 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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