Rivertree Advisors, LLC
Rivertree Advisors, LLC (CRD# 168065) is a financial advisory firm headquartered in Winter Park, FL. They manage $135,153,263 in 216 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management135MILLION
Total Number of Accounts216ACCOUNTS
Average Account Value$625,710
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Theodore Rich (CRD# 2592493) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Boulder, CO and has over 22 years of experience in the finance industry.
Lisa Grady-Strange (CRD# 6727598) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Winter Park, FL and has 1 year of experience in the finance industry.