Riverbend Planning Group LLC

Riverbend Planning Group LLC (CRD# 167187) is a financial advisory firm headquartered in Chicago, IL. They manage $22,000,000 in 116 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $189,655
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

IL, IN

Financial Advisors at Riverbend Planning Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael J. Marietti
CRD#: 1999823
211 W. Wacker Dr., Suite 328, Chicago, IL 60606
77
Wealthminder
score

Michael Marietti (CRD# 1999823) is an Investment Advisor Representative working at Riverbend Planning Group LLC in Chicago, IL and has over 3 years of experience in the finance industry.

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