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RIVERVIEW RESEARCH, LLC
CRD 162318 · SEC 801-78821
6595 BRECKSVILLE ROAD, SUITE 3, INDEPENDENCE, OH, 44131, United States
Phone
(216) 573-0420
Fax
(216) 573-0421
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$990.8M
Discretionary AUM
$898.3M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingOUTSOURCED CIO SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $288.2M |
| Charitable organizations | 6 | $16.1M |
States served
OH, TX
All web addresses on file
Official SEC filing: View on IAPD