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Rivertree Advisors, LLC

Headquartered in WINTER PARK, FL

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Firm Information

Rivertree Advisors, LLC is a registered investment advisor based in Winter Park, FL. The firm provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Rivertree Advisors manages approximately $168.7 million in assets for 333 accounts.

Rivertree Advisors, LLC

941 WEST MORSE BOULEVARD

WINTER PARK, FL 32789

$168.66M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

RIVERTREE ADVISORS, LLC has a total of 2 branch locations across the country.
location

Boulder, CO

location

WINTER PARK, FL

Advisors at Rivertree Advisors, LLC

View All 2 Advisors
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Lisa Ann Grady-strange

RA

WINTER PARK, FL

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Theodore Spencer Rich

RA

Boulder, CO

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Disclosures

There are no public disclosures for Rivertree Advisors, LLC.

Frequently Asked Questions (5)

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