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RIVERPLACE CAPITAL MANAGEMENT INC
1301 Riverplace Blvd
Suite 2130
Jacksonville, Florida 32207-9032
Tel: 904-346-3460
About RIVERPLACE CAPITAL MANAGEMENT INC
RIVERPLACE CAPITAL MANAGEMENT INC, formally registered with the SEC as RIVERPLACE CAPITAL MANAGEMENT INC. The firm was established in 07/02/2014. They have over 1 offices throughout the country.
RIVERPLACE CAPITAL MANAGEMENT INC is a Jacksonville, Florida based Financial Planning firm with nearly $212,526,433 assets under management, offering retirement planning & investment advisory services to 319 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109079 |
| SEC# | 801-79970 |
| Assets Managed by Firm | $212,526,433 |
| No. of Clients | 319 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 319 | $212,526,433 |
| Individuals (other than high net worth individuals) | 288 | $115,847,990 |
| High net worth individuals | 4 | $77,826,722 |
| Pension and profit sharing plans | 2 | $3,028,716 |
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