RIVERVIEW RESEARCH, LLC

6595 Brecksville Road
Suite 3
Independence, Ohio 44131
Tel: (216) 573-0420

About RIVERVIEW RESEARCH, LLC

RIVERVIEW RESEARCH, LLC, formally registered with the SEC as RIVERVIEW RESEARCH, LLC. The firm was established in 11/26/2013. They have over 1 offices throughout the country.

RIVERVIEW RESEARCH, LLC is a Independence, Ohio based Financial Planning firm with nearly $848,833,806 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162318
SEC#	801-78821
Assets Managed by Firm	$848,833,806
No. of Clients	135
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (OUTSOURCED CIO SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	135	$848,833,806
High net worth individuals	15	$240,484,555
Pension and profit sharing plans	7	$138,121,675
Charitable organizations	6	$12,256,033
Corporations or other businesses	Fewer than 5 clients	$457,971,543

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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