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RIVERSEDGE ADVISORS
600 N King St
Suite 200
Wilmington, Delaware 19801
Tel: 302-573-6864
About RIVERSEDGE ADVISORS
RIVERSEDGE ADVISORS, formally registered with the SEC as RIVERSEDGE ADVISORS. The firm was established in 09/12/2018. They have over 2 offices throughout the country.
RIVERSEDGE ADVISORS is a Wilmington, Delaware based Financial Planning firm with nearly $708,414,018 assets under management, offering retirement planning & investment advisory services to 1415 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298390 |
| SEC# | 801-113978 |
| Assets Managed by Firm | $708,414,018 |
| No. of Clients | 1415 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1415 | $708,414,018 |
| Individuals (other than high net worth individuals) | 220 | $84,598,806 |
| High net worth individuals | 139 | $536,147,120 |
| Pension and profit sharing plans | 60 | $83,668,925 |
| Corporations or other businesses | 8 | $3,999,167 |
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