Twin Rivers Advisors, LLC
Firm details
- Headquarters
- Blackstone, Virginia
- CRD number
- 310916
- Website
- www.twinriversadvisors.com
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.7%
- Individuals23.65%
- Charitable Organizations13.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Twin Rivers Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional and business accounts, charging fees as a percentage of assets under management. Its advisory remit is focused on discretionary portfolio management for individuals/small businesses and for businesses or institutions; the firm does not position itself as a capital allocator and is not identified as an active ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds33%
- Investment Grade Corp Bonds15%
- US Government Bonds5%
- State & Local Bonds5%
Contacts
2 of 2
Benjamin Bretz
Head Research Analyst, Portfolio ManagerCRD 4517439
Hunter Irby
PrincipalCRD 2963173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Blackstone, VA
Nottoway
Location
Blackstone, VA
Headquartered in Blackstone, VA, in the South of the United States.
- Region
- South
- County
- Nottoway
- Address
- 101 E Broad St
- Time zone
- ET (UTC-5)
- Office locations
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