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Building 2RIVERWATER PARTNERS LLC

Map pinMILWAUKEE, WI
Phone414-858-8000
NotebookSEC #801-117635
Total AUM
$660.9M
Employees
11
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1433 N. WATER STREET
SUITE 303
MILWAUKEE
WI 53202
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
414-858-8000

ReceiptFinancials

Total AUM
$660.9M
Accounts
548
Discretionary
$434.5M
Accounts
464
Non-Discretionary
$226.4M
Accounts
84

ContactClients

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Individual Clients
74
AUM
$17M
HNW Individual Clients
87
AUM
$462.6M
Charitable Organization Clients
15
AUM
$76.7M
Investment Advisor Clients
7
AUM
$104M
Corporation or Business Clients
2
AUM
$492.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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