Riverview Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 118859
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.62%
- Individuals0.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Riverview Asset Management, Inc. is a corporation that provides portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). Catering to a client base that consists of individuals and families, Riverview Asset Management focuses on delivering tailored investment strategies that align with their clients' financial goals. The firm does not engage in ESG investing and is not classified as a multi-state adviser, nor does it serve as a pension consultant.
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 Equities84%
- Cash & Cash Equivalents12%
- US Government Bonds4%
Contacts
1 of 1Dorothy Burke
PresidentCRD 1126541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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