Rivertree Advisors, LLC
Rivertree Advisors, LLC (CRD# 168065) is a financial advisory firm headquartered in Winter Park, FL. They manage $158,924,754 in 258 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management159MILLION
Total Number of Accounts258ACCOUNTS
Average Account Value$615,987
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lisa Grady-Strange (CRD# 6727598) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Winter Park, FL and has over 3 years of experience in the finance industry.
Theodore Rich (CRD# 2592493) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Boulder, CO and has over 25 years of experience in the finance industry.