|
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| Riverplace Capital Management Inc
✚
| |
|---|---|
| CRD # | 109079 |
| SEC # | 801-79970 |
| CIK # | |
| AUM | $212.5 MM (2024-03-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 904-346-3460 |
| Address | 1301 Riverplace Blvd Jacksonville, FL 32207-9032 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 288 | 115.8 |
| (b) Individuals (high net worth individuals) | 4 | 77.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 15.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 319 | 212.5 |
| By Discretionary | ||
| Discretionary | 319 | 212.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 319 | 212.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.5 | |
| Total | 319 | 212.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stonebridge Wealth Management LLC
✚
|
IL | 0.2 |
|
Costello Asset Management Inc
✚
|
PA | 0.2 |
|
Valor Financial Services LLC
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|
TN | 0.2 |
|
Siebert Advisornxt LLC
✚
|
NY | 0.2 |
|
Crescent Sterling Ltd
✚
|
LA | 0.2 |
|
Theory Financial LLC
✚
|
CO | 0.2 |
|
FFP Wealth Management LLC
✚
|
MN | 0.2 |
|
BWM Planning LLC
✚
|
TX | 0.2 |
|
Family CFO Inc
✚
|
CA | 0.2 |
|
Sound Investment Management Inc
✚
|
OR | 0.2 |