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MAD RIVER INVESTORS
84 State Street, Suite 1060
Boston, Massachusetts 02109
Tel: 617-728-0333
About MAD RIVER INVESTORS
MAD RIVER INVESTORS, formally registered with the SEC as MAD RIVER INVESTORS. The firm was established in 04/22/2004. They have over 1 offices throughout the country.
MAD RIVER INVESTORS is a Boston, Massachusetts based Financial Planning firm with nearly $213,526,007 assets under management, offering retirement planning & investment advisory services to 169 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130585 |
| SEC# | 801-62991 |
| Assets Managed by Firm | $213,526,007 |
| No. of Clients | 169 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 169 | $213,526,007 |
| Individuals (other than high net worth individuals) | 32 | $15,452,614 |
| High net worth individuals | 81 | $122,481,518 |
| Pension and profit sharing plans | 5 | $11,008,777 |
| Corporations or other businesses | 5 | $10,519,242 |
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