Rivertree Advisors, LLC
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 168065
- Registered since
- June 17, 2013
- Website
- www.rivertree.co
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.41%
- Individuals16.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rivertree Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2013. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses rather than institutional or pension consulting. Public filings indicate a preference for equity exposure delivered largely through exchange-traded instruments rather than bespoke private-capital allocations. The adviser does not present itself as an active ESG investor, and its business model is a traditional RIA platform focused on discretionary portfolio oversight for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds5%
- Private Funds4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$212M in ETFs
35%
$73.4M
62%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $11.7M | 232,317 | 5.53% |
Location
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 941 W Morse Blvd
- Time zone
- ET (UTC-5)
- Office locations
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