PPrivate Fund Data Log in Join · $37/mo

New River Financial Group, LLC

● SEC registered since 2022CRD 283428SEC# 801-126115Christiansburg, VA
Export (members)
Reg. AUM
$276.6M
Employees
10
Accounts
1,495
Location
Christiansburg, VA

New River Financial Group, LLC assets under management

New River Financial Group, LLC is an SEC-registered investment adviser based in Christiansburg, VA. The firm has been registered since 2022. It reports $276.6 million in regulatory assets under management and employs 10 people.

New River Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jimmy Stephen Martin ControlOwner, Managing Member, And CcoOver 75%2011

Frequently asked questions

How much does New River Financial Group, LLC manage?

New River Financial Group, LLC reports $276.6 million in regulatory assets under management on its Form ADV.

How many employees does New River Financial Group, LLC have?

New River Financial Group, LLC reports 10 employees.

Where is New River Financial Group, LLC located?

New River Financial Group, LLC is based in Christiansburg, VA and has been SEC-registered since 2022.

Does New River Financial Group, LLC disclose fund performance?

New River Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1055 W Main Street, Christiansburg, VA 24073
Phone540-639-4810
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$276.6M
Non-discretionary$0
Total (RAUM)$276.6M