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Building 2RIVERSEDGE ADVISORS

Map pinWILMINGTON, DE
Phone302-573-6864
NotebookSEC #801-113978
Total AUM
$928.4M
Employees
19
Clients
454

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 N KING ST
SUITE 200
WILMINGTON
DE 19801
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
302-573-6864
Other Offices
1

ReceiptFinancials

Total AUM
$928.4M
Accounts
1,515
Discretionary
$924.4M
Accounts
1,510
Non-Discretionary
$4M
Accounts
5

ContactClients

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Individual Clients
215
AUM
$95.1M
HNW Individual Clients
167
AUM
$731.5M
Pension/Profit Sharing Plan Clients
63
AUM
$96.3M
Corporation or Business Clients
9
AUM
$5.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLMDNCNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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