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RIVERBEND PLANNING GROUP LLC
CRD 167187
211 W. WACKER DR., SUITE 325, CHICAGO, IL, 60606, United States
Phone
312-781-2112
Fax
312-781-2112
Registration
— (—)
Source
State registered
Total AUM
$39.1M
Discretionary AUM
$39.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $10.8M |
| High net worth individuals | 13 | $28.3M |
All web addresses on file
Official SEC filing: View on IAPD