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Building 2RIVERVIEW CAPITAL ADVISERS LLC

Map pinBOSTON, MA
Phone617-423-0080
NotebookSEC #801-66623
Total AUM
$624.1M
Employees
8
Clients
221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
265 FRANKLIN STREET
SUITE 403
BOSTON
MA 02110
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-423-0080

ReceiptFinancials

Total AUM
$624.1M
Accounts
590
Discretionary
$584.1M
Accounts
586
Non-Discretionary
$40M
Accounts
4

ContactClients

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Individual Clients
104
AUM
$58.5M
HNW Individual Clients
117
AUM
$565.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D. MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHTX

HandshakeAffiliates

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

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