PB
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
Loading...
Advisor Information
Office location
1301 Riverplace Blvd., Suite 2130, Jacksonville, FL, 32207
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 1994Settled
Employment History
Current Registrations
Riverplace Capital Management INC
August 2003 - Present · 22 yrs 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.