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RIVERGLADES FAMILY OFFICES, LLC

2640 Golden Gate Pkwy
Suite #105
Naples, Florida 34105
Tel: (239) 263-4079

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About RIVERGLADES FAMILY OFFICES, LLC

RIVERGLADES FAMILY OFFICES, LLC, formally registered with the SEC as RIVERGLADES FAMILY OFFICES, LLC. The firm was established in 06/24/2014. They have over 1 offices throughout the country.

RIVERGLADES FAMILY OFFICES, LLC is a Naples, Florida based Financial Planning firm with nearly $178,105,250 assets under management, offering retirement planning & investment advisory services to 205 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#171584
SEC#801-79857
Assets Managed by Firm$178,105,250
No. of Clients205
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (SELECTION OF OTHER ADVISERS FEES)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total205$178,105,250
Individuals (other than high net worth individuals)26$6,618,500
High net worth individuals37$121,715,800
Charitable organizations10$27,277,650
Corporations or other businesses8$22,493,300

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