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Building 2RIVERPOINT WEALTH MANAGEMENT

Map pinCHICAGO, IL
Phone312-239-1330
NotebookSEC #801-78487
Total AUM
$906.2M
Employees
6
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SOUTH WACKER DRIVE
SUITE 2330
CHICAGO
IL 60606
United States
Operating Hours
8:00-4:00
Monday - Friday
Phone
312-239-1330

ReceiptFinancials

Total AUM
$906.2M
Accounts
1,060
Discretionary
$906.2M
Accounts
1,060
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$15.2M
HNW Individual Clients
150
AUM
$891M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMITXWI

HandshakeAffiliates

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

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