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RIVER STREET ADVISORS, LLC
CRD 153537 · SEC 801-119750
37 S. RIVER STREET, AURORA, IL, 60506, United States
Phone
630-906-5501
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$539.2M
Discretionary AUM
$520.8M
Team
12 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 338 | $140.3M |
| High net worth individuals | 139 | $372.6M |
| Charitable organizations | 3 | $455K |
| Corporations/business entities | 12 | $25.9M |
States served
AZ, CO, IL, IN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD