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RIVER CITY WEALTH MANAGEMENT
10175 Fortune Pkwy
Unit 603
Jacksonville, Florida 32256
Tel: 904-374-9098
About RIVER CITY WEALTH MANAGEMENT
RIVER CITY WEALTH MANAGEMENT, formally registered with the SEC as RIVER CITY WEALTH MANAGEMENT. The firm was established in 05/28/2021. They have over 1 offices throughout the country.
RIVER CITY WEALTH MANAGEMENT is a Jacksonville, Florida based Financial Planning firm with nearly $151,679,313 assets under management, offering retirement planning & investment advisory services to 329 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314312 |
| SEC# | 801-121329 |
| Assets Managed by Firm | $151,679,313 |
| No. of Clients | 329 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 329 | $151,679,313 |
| Individuals (other than high net worth individuals) | 72 | $36,422,800 |
| High net worth individuals | 50 | $115,256,513 |
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