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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-15-2021
- Office Locations
- 1
Office Locations
About Three Rivers Executive Consulting, LLC
Three Rivers Executive Consulting (TREC) is a Pennsylvania-based wealth management and planning firm led by founder Nicholas D. Kennedy, CFP®, CRPC®. The practice delivers comprehensive financial planning, tax-efficient wealth management, and business succession/continuity and insurance needs analysis, emphasizing asset protection and income replacement. Portfolios primarily use public funds, municipal and investment-grade bonds, and ETFs, and the firm operates via the AssetMark platform.
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS DEAN KENNEDY
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #6071265
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,370,637 | $222,276 |
| Non-Discretionary | $16,127,231 | $57,500 |
| Total | $86,497,868 | $218,635 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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