Riley Private Client LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Riley Private Client LLC ✚
CRD #	310313
SEC #	801-121467
CIK #
AUM
Employees	4 (25% Investors, 0% Brokers)
Phone	817-870-4680
Address	700 N Carroll Ave Southlake, TX 76092
Source	[IAPD] [Website] [Twitter] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	165	27.5
(b) Individuals (high net worth individuals)	16	35.8
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	2	1.3
(h) Charitable organizations	2	0.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	2	0.2
(n) Other	0	0.0
Total	363	64.9
By Discretionary
Discretionary	306	61.9
Non-Discretionary	57	3.0
Total	363	64.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		64.9
Total	363	64.9

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