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RIZVI TRAVERSE MANAGEMENT, LLC

801 Northpoint Parkway
Suite 129
West Palm Beach, Florida 33407
Tel: 248-594-4751

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About RIZVI TRAVERSE MANAGEMENT, LLC

RIZVI TRAVERSE MANAGEMENT, LLC, formally registered with the SEC as RIZVI TRAVERSE MANAGEMENT, LLC. The firm was established in 03/30/2012. They have over 8 offices throughout the country.

RIZVI TRAVERSE MANAGEMENT, LLC is a West Palm Beach, Florida based Financial Planning firm with nearly $294,571,753 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160733
SEC#801-74242
Assets Managed by Firm$294,571,753
No. of Clients31
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total31$294,571,753

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