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Theodore Spencer Rich

RIVERTREE ADVISORS, LLC·WINTER PARK, Florida
Unclaimed Profile
941 WEST MORSE BOULEVARD, WINTER PARK, FL 32789CRD# 2592493Firm CRD# 168065
01

About

Theodore Spencer Rich is a registered financial advisor based in WINTER PARK, Florida, affiliated with RIVERTREE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RIVERTREE ADVISORS, LLC
RIVERTREE ADVISORS, LLC
AUM
$169M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RIVERTREE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2592493
Firm CRD# 168065
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore Spencer Rich offer?
Theodore Spencer Rich specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WINTER PARK, Florida for a consultation.
What are Theodore Spencer Rich's credentials?
Theodore Spencer Rich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Spencer Rich located?
Theodore Spencer Rich is based in WINTER PARK, Florida, working with RIVERTREE ADVISORS, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Theodore Spencer Rich charge for services?
Theodore Spencer Rich's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVERTREE ADVISORS, LLC?
RIVERTREE ADVISORS, LLC has approximately 3 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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