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Home > Retirement Planners > florida > winter park > RIVERTREE ADVISORS, LLC
RIVERTREE ADVISORS, LLC
941 West Morse Boulevard
Suite 100
Winter Park, Florida 32789
Tel: 407-599-1104
About RIVERTREE ADVISORS, LLC
RIVERTREE ADVISORS, LLC, formally registered with the SEC as RIVERTREE ADVISORS, LLC. The firm was established in 06/17/2013. They have over 2 offices throughout the country.
RIVERTREE ADVISORS, LLC is a Winter Park, Florida based Financial Planning firm with nearly $168,664,449 assets under management, offering retirement planning & investment advisory services to 333 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168065 |
| SEC# | 801-78200 |
| Assets Managed by Firm | $168,664,449 |
| No. of Clients | 333 |
| No. of Advisors | 3 |
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 | 333 | $168,664,449 |
| Individuals (other than high net worth individuals) | 76 | $21,975,439 |
| High net worth individuals | 24 | $145,950,344 |
| Pension and profit sharing plans | Fewer than 5 clients | $738,666 |
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