RICHVIEW ADVISORS

3110 Kettering Boulevard
Dayton, Ohio 45439-1924
Tel: 937-294-7409

About RICHVIEW ADVISORS

RICHVIEW ADVISORS, formally registered with the SEC as RICHVIEW ADVISORS. The firm was established in 01/04/2016. They have over 1 offices throughout the country.

RICHVIEW ADVISORS is a Dayton, Ohio based Financial Planning firm with nearly $66,558,783 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281449
SEC#	801-107035
Assets Managed by Firm	$66,558,783
No. of Clients	4
No. of Advisors	2

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$66,558,783
High net worth individuals	Fewer than 5 clients	$12,202,048
Charitable organizations	Fewer than 5 clients	$54,356,735

Inquire with RICHVIEW ADVISORS

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