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WESTRIVER MANAGEMENT, LLC

920 5th Ave
Suite 3450
Seattle, Washington 98104
Tel: 4259523950

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About WESTRIVER MANAGEMENT, LLC

WESTRIVER MANAGEMENT, LLC, formally registered with the SEC as WESTRIVER MANAGEMENT, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

WESTRIVER MANAGEMENT, LLC is a Seattle, Washington based Financial Planning firm with nearly $995,541,210 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#161921
SEC#801-74380
Assets Managed by Firm$995,541,210
No. of Clients41
No. of Advisors15

Fee Structure

  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (NON-DISCRETIONARY INVESTMENT RECOMMENDATIONS TO INVESTMENT COMMITTEE OF CHARITABLE ENDOWMENTS AND INVESTMENT MANAGERS)

Firm Client Information

No. of ClientsAUM
Firm Total41$995,541,210

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