RIVERTREE ADVISORS, LLC

WINTER PARK, Florida·1 registered advisor·CRD# 168065
SEC# 801-782001407-599-1104
01

Firm Overview

AUM
$169M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at RIVERTREE ADVISORS, LLC

1 registered advisor
Theodore Spencer Rich
WINTER PARK, Florida
05

Office Locations

WINTER PARK, Florida
1 advisor

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Data sourced from SEC Form ADV filings. RIVERTREE ADVISORS, LLC (CRD# 168065) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.