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Ryan Darden Mcglothlin

RIVER AND MERCANTILE LLC·WALTHAM, Massachusetts
Unclaimed Profile
130 TURNER ST., WALTHAM, MA 02453CRD# 2956745Firm CRD# 126765
01

About

Ryan Darden Mcglothlin is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with RIVER AND MERCANTILE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AGILIS PARTNERS LLC
AGILIS PARTNERS LLC
AUM
$6.7B
Regulatory assets under management
Employees
45
Total firm employees
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2956745
Firm CRD# 126765
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Darden Mcglothlin offer?
Ryan Darden Mcglothlin specializes in Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Ryan Darden Mcglothlin's credentials?
Ryan Darden Mcglothlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Darden Mcglothlin located?
Ryan Darden Mcglothlin is based in WALTHAM, Massachusetts, working with RIVER AND MERCANTILE LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Ryan Darden Mcglothlin charge for services?
Ryan Darden Mcglothlin's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVER AND MERCANTILE LLC?
RIVER AND MERCANTILE LLC has approximately 45 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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