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Building 2RIVERTREE ADVISORS, LLC

Map pinWINTER PARK, FL
Phone407-599-1104
NotebookSEC #801-78200
Total AUM
$184.4M
Employees
3
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
941 WEST MORSE BOULEVARD
SUITE 100
WINTER PARK
FL 32789-3781
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
407-599-1104

ReceiptFinancials

Total AUM
$184.4M
Accounts
342
Discretionary
$183.8M
Accounts
334
Non-Discretionary
$636.8K
Accounts
8

ContactClients

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Individual Clients
80
AUM
$30.6M
HNW Individual Clients
23
AUM
$153.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFL

HandshakeAffiliates

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

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