RIVERWATER PARTNERS LLC
Total AUM
$660.9M
Employees
11Clients
185Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1433 N. WATER STREET
SUITE 303
MILWAUKEE
WI 53202
United States
SUITE 303
MILWAUKEE
WI 53202
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
414-858-8000
Financials
Total AUM
$660.9M
Accounts
548Discretionary
$434.5M
Accounts
464Non-Discretionary
$226.4M
Accounts
84
Clients
Individual Clients
74AUM
$17M
HNW Individual Clients
87AUM
$462.6M
Charitable Organization Clients
15AUM
$76.7M
Investment Advisor Clients
7AUM
$104M
Corporation or Business Clients
2AUM
$492.3K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLILMNTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.