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Building 2RIVERFRONT INVESTMENT GROUP, LLC

Map pinRICHMOND, VA
Phone804-549-4800
NotebookSEC #801-68810
Total AUM
$2.2B
Employees
46
Clients
1,534

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1214 EAST CARY STREET
RICHMOND
VA 23219
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
804-549-4800

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,534
Discretionary
$2.2B
Accounts
1,534
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,185
AUM
$1.1B
Investment Company Clients
6
AUM
$338M
Pension/Profit Sharing Plan Clients
7
AUM
$7.5M
Charitable Organization Clients
2
AUM
$2.6M
Corporation or Business Clients
17
AUM
$105.7M
Other Clients
317
AUM
$712.2M
Description of Other Clients
FOUNDATIONS, TRUST ACCOUNTS

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther Services
Other Services
PROVIDE INVESTMENT MODELS TO UMA AND MODEL DELIVERY PLATFORMS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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