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Daniel William Zolet

Riverfront Investment Group, LLC

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About Daniel William Zolet

Daniel William Zolet is a registered investment advisor representative with Riverfront Investment Group, LLC based in Richmond, VA. Daniel Zolet is also a Chartered Financial Analyst. Daniel Zolet has been working in the industry since June of 2018. Daniel Zolet has experience in providing investment models to UMA and model delivery platforms.

Firm Information

Daniel Zolet is currently registered with Riverfront Investment Group, LLC. Riverfront Investment Group, LLC is an investment advisor based in RICHMOND, VA. They provide portfolio management services to individuals, investment companies, and other clients. They also offer model delivery platforms. The firm manages approximately $751 million in assets for 485 clients.
Riverfront Investment Group, LLC

1214 EAST CARY STREET

RICHMOND, VA 23219

$751.08M

Assets Under Management

10

Total Clients

31

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide investment models to uma and model delivery platforms

Provide investment models to uma and model delivery platforms

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.

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Daniel Zolet’s Registration & Firm History

VA

09/22/2021 - Present

Riverfront Investment Group, LLC (RICHMOND VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel William Zolet.
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