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Building 2RIVER CITY WEALTH MANAGEMENT

Map pinJACKSONVILLE, FL
Phone904-374-9098
NotebookSEC #801-121329
Total AUM
$179.6M
Employees
4
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10175 FORTUNE PKWY
UNIT 603
JACKSONVILLE
FL 32256
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
904-374-9098

ReceiptFinancials

Total AUM
$179.6M
Accounts
367
Discretionary
$179.6M
Accounts
367
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$37.8M
HNW Individual Clients
54
AUM
$141.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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