Overview

The Riviera Group has been retained to represent an Investment Advisory firm that specializes in providing comprehensive financial planning and sophisticated investment advice to high net worth families. The firm's reputation is built on long-term commitment to the financial planning process, it's focus on the medical professional and their unique needs, and responsible financial management.

This firm has a client base with an average portfolio size of over $500K and manages a total of $1.1 Billion. They currently have several branch offices across the midwest.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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