RIVER STREET ADVISORS, LLC

37 S. River Street
Aurora, Illinois 60506
Tel: 630-906-5501

About RIVER STREET ADVISORS, LLC

RIVER STREET ADVISORS, LLC, formally registered with the SEC as RIVER STREET ADVISORS, LLC. The firm was established in 11/09/2020. They have over 5 offices throughout the country.

RIVER STREET ADVISORS, LLC is a Aurora, Illinois based Financial Planning firm with nearly $316,223,077 assets under management, offering retirement planning & investment advisory services to 754 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153537
SEC#	801-119750
Assets Managed by Firm	$316,223,077
No. of Clients	754
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	754	$316,223,077
Individuals (other than high net worth individuals)	275	$102,865,852
High net worth individuals	90	$198,369,676
Charitable organizations	2	$460,092
Corporations or other businesses	8	$14,527,457

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