Rivertree Advisors, LLC
Rivertree Advisors, LLC (CRD# 168065) is a financial advisory firm headquartered in Winter Park, FL. They manage $168,664,449 in 333 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management169MILLION
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Total Number of Accounts333ACCOUNTS
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Average Account Value$506,500
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL
Financial Advisors at Rivertree Advisors, LLC
1
Lisa Grady-Strange (CRD# 6727598) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Winter Park, FL and has over 7 years of experience in the finance industry.
2
Theodore Rich (CRD# 2592493) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Boulder, CO and has over 28 years of experience in the finance industry.
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