SW
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
159 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$236.3M
Fee Structure
This brochure does not contain any information regarding fees charged to clients.
Areas of Practice
Investment Management
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Advisor Information
Office location
1301 Riverplace Blvd, Suite 2130, Jacksonville, FL, 32207-9032
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Riverplace Capital Management INC
April 2018 - Present · 7 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.