Colonial River Wealth Management Revenue
Financial Services • 
Midlothian, Virginia, United States • 1-10 Employees
Colonial River Wealth Management revenue & valuation
| Annual revenue | $1,130,991 |
| Revenue per employee | $189,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,700,000 |
| Total funding | No funding |
Key Contact at Colonial River Wealth Management
Fritz Jung
Client Relationship Director
Company overview
| Headquarters | 340 Browns Hill Ct, Midlothian, Virginia 23114, US |
| Phone number | +17575999111 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Retirement Income, Financial Plans, Insurance, Long Term Care Insurance, Estate Planning, 401(K)S, Life & Long Term Care Insurance, Banks & Credit Unions, Estate Strategies, Rollovers, 401(K) Employee Education, Business Owner Wealth & Transition Strategies, Portfolio Reviews & Hourly Consulting, Simple & Sep Iras, Athlete Wealth Protection, Corporate & Non Profit Board, Portfolio Management & Consulting, Entertainer Wealth Management |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Colonial River Wealth Management Email Formats
Colonial River Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@colonialriver.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@colonialriver.com | 100% |
About Colonial River Wealth Management
COLONIAL RIVER WEALTH MANAGEMENT Full service investment management and financial planning firm taking comprehensive view of each client with customized plans (to include not only investments, portfolio allocation, net worth, but also life insurance, long term care insurance needs, estate planning strategies and implementation and Trust services) and strategies to help them meet their specific financial goals. For each of our clients we strive to help create financial stability and to provide financial independence. Our mission is to be known for our integrity, continually growing our knowledge in a fast-changing investment world, dedicated service proven by our work ethic, and professionalism and teamwork with other professionals to help clients reach their goals. And, as importantly for our results: getting our clients to and through retirement soundly. In summary, we love what we do and it's obvious to our clients who generously demonstrate their confidence by referring their friends and families to our fast-growing firm. For a list of states in which we are registered to do business, please visit www.colonialriver.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Colonial River Investments LLC, a registered investment advisor. Colonial River Investments and Colonial River Wealth Management are separate entities from LPL Financial.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Colonial River Wealth Management has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
Colonial River Wealth Management has never raised funding before.
Colonial River Wealth Management Tech Stack
Discover the technologies and tools that power Colonial River Wealth Management's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
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JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
UI frameworks
CDN
Israel
United Kingdom
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Frequently asked questions
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