CRD: 120249
Five Rivers Financial Advisors, LLC
North East, MD, 21901
4102872155
$55.3M Total AUM
$55.3M Disc. AUM
-- 3Y CAGR
2 Employees
108 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-21-1999
- Office Locations
- 1
Office Locations
3 South Mauldin Avenue North East MD
About Five Rivers Financial Advisors, LLC
Five Rivers Financial Advisors, LLC is a North East-based RIA. The firm has been operating for 26 years. Managing $55.3M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$27.6M AVG AUM / ADVISOR
$511.9K AVG AUM / CLIENT
13.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Peak element
Investment Themes
Value
Investment Vehicles
Legacy matrix Radial momentum
Services
Foundation harbor Capital eagle Capital Bridge vector
Owner & Executives
RAYMOND MICHAEL HEIDEL
Managing Member, President
- CRD
- #3180344
- Ownership
- 75% or more
(344) 234-8731
glacier.glacier@quantumcapital.com
in linkedin.com/in/delta-north
B
BENJAMIN TYLER HUBER
Chief Compliance Officer
- CRD
- #7061951
- Ownership
- 25% but less than 50%
(910) 342-1804
vital.eagle@beaconcapital.com
in linkedin.com/in/wave-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,285,794 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,285,794 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,285,794
Public Funds:
39.6% Equity - Exchange:
16.8% Cash:
43.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,281,709,933 | 39.6% |
| Equity - Exchange | $967,998,154 | 16.8% |
| Cash | $2,512,185,684 | 43.6% |
| Total | $5,761,893,771 | 100.0% |