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Devin J Garofalo

COLONIAL RIVER INVESTMENTS, LLC·MIDLOTHIAN, Virginia
Unclaimed Profile
340 BROWNS HILL COURT, MIDLOTHIAN, VA 23114CRD# 4853435Firm CRD# 284839
01

About

Devin J Garofalo is a registered financial advisor based in MIDLOTHIAN, Virginia, affiliated with COLONIAL RIVER INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLONIAL RIVER INVESTMENTS, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
AUM
$275M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at COLONIAL RIVER INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4853435
Firm CRD# 284839
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Devin J Garofalo offer?
Devin J Garofalo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIDLOTHIAN, Virginia for a consultation.
What are Devin J Garofalo's credentials?
Devin J Garofalo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Devin J Garofalo located?
Devin J Garofalo is based in MIDLOTHIAN, Virginia, working with COLONIAL RIVER INVESTMENTS, LLC. Their office serves clients in the MIDLOTHIAN metropolitan area and surrounding communities.
How does Devin J Garofalo charge for services?
Devin J Garofalo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLONIAL RIVER INVESTMENTS, LLC?
COLONIAL RIVER INVESTMENTS, LLC has approximately 16 employees and manages $275M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDLOTHIAN
Kristin Danielle Carleton — JAMES RIVER ASSET MANAGEMENT, LLCPhilip August Huss — PHILIP A. HUSS, CPA, PLLCDavid L. Fratkin — DP GROW LLCSally Shannon Orr — JAMES RIVER ASSET MANAGEMENT, LLCJoseph Arthur Wiggins — ACG ADVISORY SERVICES INC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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