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, SEC-registered RIA organized as an LLC and operating since 2013. The firm serves 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. Rivertree reports that it does not market itself as an ESG investor and is not a multi-state adviser or pension consultant. Ownership is individual rather than institutional, and the firm does not act as a capital allocator for proprietary alternative programs.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds5%
- Private Funds4%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Lisa Grady-Strange
Firm AdministratorCRD 6727598
Theodore Rich
PrincipalCRD 2592493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$221M in ETFs
33%
$72.5M
64%
$148M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $11.7M | 232,529 | 5.31% |
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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