Riverflow Wealth Management, LLC
Riverflow Wealth Management, LLC (CRD# 149725) is a financial advisory firm headquartered in Newbury Park, CA. They manage $9,216,256 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Riverflow Wealth Management, LLC
By the Numbers
-
Total Assets Under Management9MILLION
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Total Number of Accounts82ACCOUNTS
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Average Account Value$112,393
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Riverflow Wealth Management, LLC
1
Kirk Bell (CRD# 2754287) is an Investment Advisor Representative working at Riverflow Wealth Management, LLC in Calabasas, CA and has over 27 years of experience in the finance industry.
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