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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $652,727
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Riverpath Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
John B. Kelly
CRD#: 1114573
1750 Prairie City Road, #130-250, Folsom, CA 95630
49
Wealthminder
score

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.

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