DICK RIVERA & ASSOCIATES

5 Portofino Dr.
Suite 1803
Pensacola Beach, Florida 32561
Tel: 972-380-9550

About DICK RIVERA & ASSOCIATES

DICK RIVERA & ASSOCIATES, formally registered with the SEC as DICK RIVERA & ASSOCIATES. The firm was established in 04/26/2018. They have over 2 offices throughout the country.

DICK RIVERA & ASSOCIATES is a Pensacola Beach, Florida based Financial Planning firm with nearly $155,033,007 assets under management, offering retirement planning & investment advisory services to 263 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114409
SEC#	801-112979
Assets Managed by Firm	$155,033,007
No. of Clients	263
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (12B-1)

Firm Client Information

	No. of Clients	AUM
Firm Total	263	$155,033,007
Individuals (other than high net worth individuals)	21	$12,460,810
High net worth individuals	47	$142,572,197

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