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Rivertree Advisors, LLC

● SEC registered since 2013CRD 168065SEC# 801-78200Winter Park, FL
Export (members)
Reg. AUM
$177.4M
Employees
3
Accounts
346
Location
Winter Park, FL

Rivertree Advisors, LLC assets under management

Rivertree Advisors, LLC is an investment advisory firm registered with the SEC based in Winter Park, FL. The firm has been registered since 2013. It reports $177.4 million in regulatory assets under management and employs 3 people.
www.rivertree.coView on SEC.gov ↗

Rivertree Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Theodore Spencer Rich ControlPresident/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Rivertree Advisors, LLC manage?

Rivertree Advisors, LLC reports $177.4 million in regulatory assets under management on its Form ADV.

How many employees does Rivertree Advisors, LLC have?

Rivertree Advisors, LLC reports 3 employees.

Where is Rivertree Advisors, LLC located?

Rivertree Advisors, LLC is based in Winter Park, FL and has been SEC-registered since 2013.

Does Rivertree Advisors, LLC disclose fund performance?

Rivertree Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address941 West Morse Boulevard, Suite 100, Winter Park, FL 32789
Phone407-599-1104
Fax407-599-0299
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1872501
Discloses disciplinary historyNo

Assets under management

Discretionary$176.2M
Non-discretionary$1.2M
Total (RAUM)$177.4M