Alex
Hendrickson
Colonial River Wealth Management LLC
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About this Advisor
Alex Hendrickson is a financial advisor based out of Midlothian, Virginia who has 5 years of relevant experience. Hendrickson is an employee of Colonial River Wealth Management LLC. Hendrickson has gained experience at Wells Fargo Advisors LLC, Ameriprise Financial Services, Inc, Pietech, Lpl Financial, LLC and Colonial River Investment. Hendrickson maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Virginia. Colonial River Wealth Management LLC is an advisory business operating out of Midlothian, VA. The company has offices in six locations and a total of 21 advisors. It handles $587 million in assets between its 3,920 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,920 accounts, just 12% belong to high-net-worth clients who have greater than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which service is offered. However, fees billed by Colonial River Wealth Management LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colonial River Wealth Management LLC Brokerage Details
$586,479,160
21
3,920
$149,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alex Hendrickson Work History
Alex has been registered as a financial advisor for 5 years.*
Lpl Financial, LLC
Colonial River Investment
Pietech
Ameriprise Financial Services, Inc
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alex Hendrickson 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 Colonial River Wealth Management LLC
Midlothian, VA
Midlothian, VA
Midlothian, VA
Williamsburg, VA
Midlothian, VA
Midlothian, VA
Midlothian, VA
Midlothian, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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