Benjamin
Dum
River Wealth Advisors LLC
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About this Advisor
Benjamin Dum is a financial advisor based in Camp Hill, Pennsylvania, working with River Wealth Advisors LLC. Benjamin has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and River Wealth Advisors LLC. Benjamin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Benjamin is part of River Wealth Advisors LLC, which operates out of Camp Hill, Pennsylvania. The firm has 1 office and 17 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at River Wealth Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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River Wealth Advisors LLC Brokerage Details
$1,064,243,971
17
2,257
$471,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Benjamin Dum Work History
River Wealth Advisors LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Benjamin Dum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at River Wealth Advisors LLC
Camp Hill, PA
Camp Hill, PA
Camp Hill, PA
Camp Hill, PA
Allentown, PA
Camp Hill, PA
Camp Hill, PA
Allentown, PA
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