Overview
Assets Under Management: $152 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 329
Discretionary Accounts: 329
Regulatory Filings
CRD Number: 314312
Last Filing Date: 2025-02-27 00:00:00
Website: https://rivercitywealth.com