New River Investments

New River Investments (CRD# 157173) is a financial advisory firm headquartered in , . They manage $37,309,140 in 83 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $449,508
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NC, TX

Financial Advisors at New River Investments
Showing 1 - 3 of 3 top financial advisors.
1
Samantha D. Powell
CRD#: 6771453
Los Angeles, CA

Samantha Powell (CRD# 6771453) is an Investment Advisor Representative working at New River Investments in Los Angeles, CA and has over 6 years of experience in the finance industry.

2
Alberto Roditi
CRD#: 4409558
Los Angeles, CA

Alberto Roditi (CRD# 4409558) is an Investment Advisor Representative working at New River Investments in Los Angeles, CA and has over 22 years of experience in the finance industry.

3
Guillermo Roditi Dominguez
CRD#: 5094605
Los Angeles, CA

Guillermo Roditi Dominguez (CRD# 5094605) is an Investment Advisor Representative working at New River Investments in Los Angeles, CA and has over 18 years of experience in the finance industry.

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