New River Investments

New River Investments (CRD# 157173) is a financial advisory firm headquartered in Los Angeles, CA. They manage $50,152,426 in 149 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $336,593
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NY

Financial Advisors at New River Investments
Showing 1 - 5 of 5 top financial advisors.
1
David R. Schawel
CRD#: 4927312
Morrisville, NC 27560
101
Wealthminder
score

David Schawel (CRD# 4927312) is an Investment Advisor Representative working at New River Investments in the Raleigh/Durham NC area with 11 years of experience in the investment industry. He previously managed a $2b+ investment portfolio for Square 1 Financial in Durham, NC. He is a CFA charterholder and has previous experience in both equity research and investment banking.

2
Guillermo Roditi Dominguez
CRD#: 5094605
633 W 5th St, Floor 28, Los Angeles, CA 90071
93
Wealthminder
score

Guillermo Roditi Dominguez (CRD# 5094605) is an Investment Advisor Representative working at New River Investments in Los Angeles, CA and has over 11 years of experience in the finance industry.

3
Conor J. Sen
CRD#: 6135822
633 W 5th St, Floor 28, Los Angeles, CA 90071
90
Wealthminder
score

Conor Sen (CRD# 6135822) is an Investment Advisor Representative working at New River Investments in Los Angeles, CA and has over 4 years of experience in the finance industry.

4
Matthew R. Busigin
CRD#: 6293806
Buffalo, NY
89
Wealthminder
score

Matthew Busigin (CRD# 6293806) is an Investment Advisor Representative working at New River Investments in Buffalo, NY and has over 3 years of experience in the finance industry.

5
Alberto Roditi
CRD#: 4409558
633 W 5th St, Floor 28, Los Angeles, CA 90071
83
Wealthminder
score

Alberto Roditi (CRD# 4409558) is an Investment Advisor Representative working at New River Investments in Los Angeles, CA and has over 16 years of experience in the finance industry.

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