|
⚲
|
| Rivertree Advisors LLC
✚
| |
|---|---|
| CRD # | 168065 |
| SEC # | 801-78200 |
| CIK # | 0001872501 |
| AUM | $168.7 MM (2024-08-20) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 407-599-1104 |
| Address | 941 West Morse Boulevard Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ET | 31,904.4 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 22.0 |
| (b) Individuals (high net worth individuals) | 24 | 146.0 |
| (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 | 0.7 |
| (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 | 333 | 168.7 |
| By Discretionary | ||
| Discretionary | 322 | 167.7 |
| Non-Discretionary | 11 | 1.0 |
| Total | 333 | 168.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.7 | |
| Total | 333 | 168.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001872501] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clark Wealth Partners LLC
✚
|
IL | 0.2 |
|
Adolos Asset Management
✚
|
NC | 0.2 |
|
Navigen LLC
✚
|
WI | 0.2 |
|
Financial Management Services of America LLC
✚
|
FL | 0.2 |
|
Red Mountain Financial Partners LLC
✚
|
CO | 0.2 |
|
Drum Hill Capital LLC
✚
|
CT | 0.2 |
|
Silverberg Bernstein Capital Management LLC
✚
|
NY | 0.2 |
|
The Kieckhefer Group
✚
|
WI | 0.2 |
|
Southern Style Financial Inc
✚
|
CA | 0.2 |
|
Kraematon Investment Advisors Inc
✚
|
MA | 0.2 |