Overview
Assets Under Management: $214 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 169
Discretionary Accounts: 154
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 130585
Last Filing Date: 2024-03-29 00:00:00
Website: https://mriver.com