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Building 2RILEY PRIVATE CLIENT LLC

Map pinSOUTHLAKE, TX
Phone817-870-4680
NotebookSEC #801-121467
Total AUM
$64.9M
Employees
4
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 N CARROLL AVE
SUITE 110
SOUTHLAKE
TX 76092
United States
Operating Hours
8:30-5
Monday - Friday
Phone
817-870-4680
Other Offices
1

ReceiptFinancials

Total AUM
$64.9M
Accounts
363
Discretionary
$61.9M
Accounts
306
Non-Discretionary
$3M
Accounts
57

ContactClients

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Individual Clients
165
AUM
$27.5M
HNW Individual Clients
16
AUM
$35.8M
Pension/Profit Sharing Plan Clients
2
AUM
$1.3M
Charitable Organization Clients
2
AUM
$113.6K
Corporation or Business Clients
2
AUM
$165.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZKSNETX

HandshakeAffiliates

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

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