TWIN RIVERS ADVISORS, LLC
Firm details
- Headquarters
- BLACKSTONE, Virginia
- CRD number
- 310916
- 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 LLC that provides fee-based portfolio management primarily to individuals, families and small businesses, with some institutional client engagements. The firm operates under an individual-owner structure and charges clients on a percentage-of-assets-under-management basis. It does not identify as an ESG-focused manager, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
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 2BENJAMIN 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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