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Building 2RIVERVIEW RESEARCH, LLC

Map pinINDEPENDENCE, OH
Phone(216) 573-0420
NotebookSEC #801-78821
Total AUM
$990.8M
Employees
3
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
6595 BRECKSVILLE ROAD
SUITE 3
INDEPENDENCE
OH 44131
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(216) 573-0420

ReceiptFinancials

Total AUM
$990.8M
Accounts
165
Discretionary
$898.3M
Accounts
136
Non-Discretionary
$92.5M
Accounts
29

ContactClients

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HNW Individual Clients
28
AUM
$288.2M
Pension/Profit Sharing Plan Clients
1
AUM
$123.8M
Charitable Organization Clients
6
AUM
$16.1M
Corporation or Business Clients
1
AUM
$562.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
OUTSOURCED CIO SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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

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