|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Rivertree Advisors LLC
✚
|
|
|---|---|
| CRD # | 168065 |
| SEC # | 801-78200 |
| CIK # | 0001872501 |
| AUM | $177.4 M (2025-03-14) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 407-599-1104 |
| Address | 941 West Morse Boulevard Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 35.1 |
| (b) Individuals (high net worth individuals) | 22 | 142.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 346 | 177.4 |
| By Discretionary | ||
| Discretionary | 337 | 176.2 |
| Non-Discretionary | 9 | 1.2 |
| Total | 346 | 177.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.4 | |
| Total | 346 | 177.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001872501] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Golden Bell Financial Planning LLC
✚
|
0.2 | |
|
Diazo LLC
✚
|
NV | 0.2 |
|
Future You Wealth LLC
✚
|
NY | 0.2 |
|
NorthStar Financial Advisors Inc
✚
|
0.2 | |
|
Gehrig Capital Management Inc
✚
|
IN | 0.2 |
|
Frazee Investment Consulting Inc
✚
|
TN | 0.2 |
|
Bluestone Financial Advisors LLC
✚
|
MD | 0.2 |
|
Safir Wealth Advisors LLC
✚
|
0.2 | |
|
Redwood Investment Group Inc
✚
|
CA | 0.2 |
|
Heritage Wealth Partners LLC
✚
|
OH | 0.2 |