RIVERO CPA LLC
Firm details
- Headquarters
- WESTFIELD, New Jersey
- CRD number
- 129783
- Website
- riverocpa.com
- Fee structure
- Hourly Charges, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Rivero Cpa LLC is organized as an LLC and operates primarily as an accounting practice that also provides financial planning and adviser-selection services. FINTRX classifies the firm as a capital allocator that charges hourly and other non-standard fees rather than operating as a traditional asset manager focused on discretionary AUM. The record indicates an individual owner and lists the firm as not being a multi-state adviser and not an active ESG investor. SEC registration year is not reported.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1LOURDES BORR
Managing MemberCRD 4739232
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTFIELD, NJ
UNION
Location
WESTFIELD, NJ
Headquartered in WESTFIELD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- UNION
- Address
- 414 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TEPP WEALTH MANAGEMENT
RIAWESTFIELD, NJ
REDFIELD, BLONSKY & STARINSKY, LLC
RIAWESTFIELD, NJ
COVINGTON & ASSOCIATES, INC.
RIAWESTFIELD, NJ
PASCO INVESTMENT ADVISORS INC
RIAWESTFIELD, NJ
A. GARY SHILLING & CO.
RIASPRINGFIELD, NJ
WORLD INVESTMENT ADVISORS, LLC
RIALINCROFT, NJ