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Building 2RIVERPATH INVESTMENTS LLC

Map pin
Phone916-467-9290
NotebookSEC #801-117564
Total AUM
$362.9M
Employees
5
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
916-467-9290
Other Offices
3

ReceiptFinancials

Total AUM
$362.9M
Accounts
493
Discretionary
$6.6M
Accounts
21
Non-Discretionary
$356.3M
Accounts
472

ContactClients

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Individual Clients
115
AUM
$43.5M
HNW Individual Clients
71
AUM
$175.9M
Pension/Profit Sharing Plan Clients
42
AUM
$136.4M
Corporation or Business Clients
4
AUM
$7.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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