Riverpath Investments LLC
Riverpath Investments LLC (CRD# 226671) is a financial advisory firm headquartered in Folsom, CA. They manage $71,800,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management72MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$652,727
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
John Kelly (CRD# 1114573) is an Investment Advisor Representative working at Riverpath Investments LLC in Folsom, CA and has over 33 years of experience in the finance industry. John Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.