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RIVERROCK ASSET MANAGEMENT LLC
7204 Navigation Blvd.
Houston, Texas 77011
Tel: 713-375-1300
About RIVERROCK ASSET MANAGEMENT LLC
RIVERROCK ASSET MANAGEMENT LLC, formally registered with the SEC as RIVERROCK ASSET MANAGEMENT LLC. The firm was established in 05/01/2023. They have over 1 offices throughout the country.
RIVERROCK ASSET MANAGEMENT LLC is a Houston, Texas based Financial Planning firm with nearly $148,313,599 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147691 |
| SEC# | 801-127848 |
| Assets Managed by Firm | $148,313,599 |
| No. of Clients | 4 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (LIFE SETTLEMENT POLICY ACQUISITION FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $148,313,599 |
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