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Building 2RIVERTREE WEALTH

Map pinLITTLE ROCK, AR
Phone(501) 500-0893
NotebookSEC #801-134383
Total AUM
$143.1M
Employees
5
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
415 N. MCKINLEY ST.
SUITE 1047
LITTLE ROCK
AR 72205
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(501) 500-0893
Other Offices
2

ReceiptFinancials

Total AUM
$143.1M
Accounts
671
Discretionary
$143.1M
Accounts
671
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
111
AUM
$48.8M
HNW Individual Clients
56
AUM
$94.3M

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
ARAZCACOFLGALAMDNCTXVA

HandshakeAffiliates

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

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