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| Riverplace Capital Management Inc
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|
|---|---|
| CRD # | 109079 |
| SEC # | 801-79970 |
| CIK # | |
| AUM | $180.9 MM (2023-03-28) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 904-346-3460 |
| Address | 1301 Riverplace Blvd Jacksonville, FL 32207-9032 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 106.2 |
| (b) Individuals (high net worth individuals) | 0 | 52.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 16.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 180.9 |
| By Discretionary | ||
| Discretionary | 288 | 180.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 288 | 180.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.9 | |
| Total | 288 | 180.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stonebridge Wealth Management LLC
✚
|
IL | 0.2 |
|
CornerStone Select Advisors LLC
✚
|
MO | 0.2 |
|
Comprehensive Financial Planning Corporation
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|
VA | 0.2 |
|
Bolan Capital Management LLC
✚
|
OH | 0.2 |
|
Meador Financial Inc
✚
|
CA | 0.2 |
|
Diamant Asset Management Inc
✚
|
CT | 0.2 |
|
Dudley Capital Management LLC
✚
|
VA | 0.2 |
|
Allstreet Capital LLC
✚
|
CA | 0.2 |
|
Flack Ember Louise
✚
|
TX | 0.2 |
|
Ironbridge Private Wealth LLC
✚
|
TX | 0.2 |