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Building 2RIVER CAPITAL ADVISORS, LC

Map pinJACKSONVILLE, FL
Phone904-398-2075
NotebookSEC #801-64178
Total AUM
$293.6M
Employees
6
Clients
282

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5011 GATE PARKWAY
BUILDING 100, SUITE 300
JACKSONVILLE
FL 32256
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
904-398-2075

ReceiptFinancials

Total AUM
$293.6M
Accounts
666
Discretionary
$256.4M
Accounts
653
Non-Discretionary
$37.2M
Accounts
13

ContactClients

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Individual Clients
188
AUM
$68.5M
HNW Individual Clients
82
AUM
$164.4M
Pension/Profit Sharing Plan Clients
6
AUM
$4.7M
Charitable Organization Clients
1
AUM
$30.2M
Corporation or Business Clients
5
AUM
$25.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNJTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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