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RIVER CAPITAL ADVISORS, LC
5011 Gate Parkway
Building 100, Suite 300
Jacksonville, Florida 32256
Tel: 904-398-2075
About RIVER CAPITAL ADVISORS, LC
RIVER CAPITAL ADVISORS, LC, formally registered with the SEC as RIVER CAPITAL ADVISORS, LC. The firm was established in 04/18/2005. They have over 1 offices throughout the country.
RIVER CAPITAL ADVISORS, LC is a Jacksonville, Florida based Financial Planning firm with nearly $254,104,592 assets under management, offering retirement planning & investment advisory services to 603 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 133706 |
| SEC# | 801-64178 |
| Assets Managed by Firm | $254,104,592 |
| No. of Clients | 603 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 603 | $254,104,592 |
| Individuals (other than high net worth individuals) | 170 | $65,605,183 |
| High net worth individuals | 70 | $136,250,285 |
| Pension and profit sharing plans | 6 | $3,467,685 |
| Charitable organizations | 2 | $26,281,601 |
| Corporations or other businesses | 4 | $22,499,838 |
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