Three Rivers Executive Consulting, LLC

RIAState Registered

Total AUM

$86.5M

Discretionary

$70.4M

81% of AUM

Avg account

$350K

Accounts

247

Employees

Advisory reps

Firm details

Headquarters: Wexford, Pennsylvania
CRD number: 311549
Registered since: February 9, 2022
Website: www.tr-ec.com
Custodians: ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Corporations / Businesses34.54%
Individuals29.18%
Pension & Profit Sharing Plans18.64%
HNWI17.64%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Three Rivers Executive Consulting, LLC is an independent, state-registered RIA organized as an LLC and operating out of Pennsylvania. The firm serves both individual & family and institutional clients and describes itself as a capital allocator that uses third‑party managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Fee arrangements are flexible and include percentage-of-assets, hourly, and fixed-fee engagement models. The firm does not identify as an active ESG investor and operates from a single-state registration.