Overview
Assets Under Management: $311 million
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Frequently Asked Questions
RIVERPATH INVESTMENTS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226671), RIVERPATH INVESTMENTS LLC is subject to fiduciary duty under federal law.
RIVERPATH INVESTMENTS LLC serves 75 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, RIVERPATH INVESTMENTS LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
RIVERPATH INVESTMENTS LLC manages $311 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, RIVERPATH INVESTMENTS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 199
Discretionary Accounts: 24
Non-Discretionary Accounts: 175
Regulatory Filings
CRD Number: 226671
Last Filing Date: 2025-01-27 00:00:00
Website: https://riverpathinvestments.com