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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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