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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Riverview Research LLC
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| CRD # | 162318 |
| SEC # | 801-78821 |
| CIK # | |
| AUM | $866.2 M (2025-03-21) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 216-573-0420 |
| Address | 6595 Brecksville Road Independence, OH 44131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 253.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 131.2 |
| (h) Charitable organizations | 5 | 11.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 470.4 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 866.2 |
| By Discretionary | ||
| Discretionary | 131 | 769.7 |
| Non-Discretionary | 29 | 96.4 |
| Total | 160 | 866.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 866.2 | |
| Total | 160 | 866.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rudney Associates Inc
✚
|
CA | 0.9 |
|
Lathrop Investment Management Corp
✚
|
AR | 0.9 |
|
Margolis Brady Raghavan Financial Inc
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TX | 0.9 |
|
Clear Brook Advisors Inc
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|
MA | 0.9 |
|
Oakhurst Capital Advisors LLC
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|
DC | 0.9 |
|
Northwest Wealth Management LLC
✚
|
IA | 0.9 |
|
Goodman Financial Corporation
✚
|
TX | 0.9 |
|
Schnieders Capital Management LLC
✚
|
CA | 0.9 |
|
Oliver Luxxe Assets LLC
✚
|
NJ | 0.9 |
|
Terril Brothers Inc
✚
|
MO | 0.9 |