Rivertree Advisors, LLC

Rivertree Advisors, LLC (CRD# 168065) is a financial advisory firm headquartered in Winter Park, FL. They manage $127,799,589 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $638,998
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
  • 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.

CO, FL

Financial Advisors at Rivertree Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theodore S. Rich
CRD#: 2592493
1515 Wynkoop Street, Suite 360, Denver, CO 80202
93
Wealthminder
score

Theodore Rich (CRD# 2592493) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Denver, CO and has over 22 years of experience in the finance industry.

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