Riverpath Investments LLC

Riverpath Investments LLC (CRD# 226671) is a financial advisory firm headquartered in Folsom, CA. They manage $255,357,194 in 206 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1024 Iron Point Road, Suite 100-1490, Folsom, CA 95630
By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $1,239,598
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Riverpath Investments LLC
Showing 1 - 3 of 3 top financial advisors.
1
Tim Brockway, financial advisor Sacramento CA
Tim A. Brockway
CRD#: 2837923
1792 Tribute Road, Suite 270, Sacramento, CA 95815

Tim Brockway (CRD# 2837923) is an Investment Advisor Representative working at Riverpath Investments LLC in Sacramento, CA and has over 25 years of experience in the finance industry.

2
John Kelly, financial advisor Bend OR
John B. Kelly
CRD#: 1114573
Bend, OR

John Kelly (CRD# 1114573) is an Investment Advisor Representative working at Riverpath Investments LLC in Bend, OR and has over 39 years of experience in the finance industry.

3
Daniel Weiler, financial advisor Folsom CA
Daniel J. Weiler
CRD#: 2315966
1024 Iron Point Road, Suite 100 - 1490, Folsom, CA 95630

Daniel Weiler (CRD# 2315966) is an Investment Advisor Representative working at Riverpath Investments LLC in Folsom, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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