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B. RILEY WEALTH PRIVATE SHARES
40 S. Main St.
Suite 1800
Memphis, Tennessee 38103
Tel: 901-251-1330
About B. RILEY WEALTH PRIVATE SHARES
B RILEY WEALTH PRIVATE SHARES, formally registered with the SEC as B RILEY WEALTH PRIVATE SHARES. The firm was established in 09/02/2021. They have over 4 offices throughout the country.
B. RILEY WEALTH PRIVATE SHARES is a Memphis, Tennessee based Financial Planning firm with nearly $297,369,877 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315851 |
| SEC# | 801-122228 |
| Assets Managed by Firm | $297,369,877 |
| No. of Clients | 9 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $297,369,877 |
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