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RIVERCREST CAPITAL MANAGEMENT LLC
777 Taylor Street
Suite 810
Fort Worth, Texas 76102
Tel: 817-945-9700
About RIVERCREST CAPITAL MANAGEMENT LLC
RIVERCREST CAPITAL MANAGEMENT LLC, formally registered with the SEC as RIVERCREST CAPITAL MANAGEMENT LLC. The firm was established in 02/26/2019. They have over 1 offices throughout the country.
RIVERCREST CAPITAL MANAGEMENT LLC is a Fort Worth, Texas based Financial Planning firm with nearly $328,398,617 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284911 |
| SEC# | 801-114834 |
| Assets Managed by Firm | $328,398,617 |
| No. of Clients | 3 |
| No. of Advisors | 21 |
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 | 3 | $328,398,617 |
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