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| Happy Holidays!! thanks for using AUM13F!! |
| Riverfront Investment Group LLC
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| CRD # | 146221 |
| SEC # | 801-68810 |
| CIK # | 0001469751 |
| AUM | $1.2 B (2025-07-16) |
| Employees | 45 (20% Investors, 64% Brokers) |
| Phone | 804-549-4800 |
| Address | 1214 East Cary Street Richmond, VA 23219 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 768 | 0.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 13 | 0.0 |
| (n) Other | 181 | 0.3 |
| Total | 977 | 1.2 |
| By Discretionary | ||
| Discretionary | 977 | 1.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 977 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.2 | |
| Total | 977 | 1.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001469751] |
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|---|---|---|
|
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✚
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CO | 1.2 |
|
Total Wealth Planning LLC
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OH | 1.2 |
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LVM Capital Management Ltd
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