RIVERSEDGE ADVISORS, LLC

http://bluerockfg.com WILMINGTON, DE Investment Advisor How do I update this listing?

Riversedge Advisors is based out of Wilmington. Riversedge Advisors is a large advisory firm with 252 clients and discretionary assets under management (AUM) of $145,000,000 (Form ADV from 2019-02-11). Their last reported 13F filing for Q2 2019 included $71,169,000 in managed 13F securities and a top 10 holdings concentration of 75.99%. Riversedge Advisors's largest holding is Schwab U.S. Large-Cap ETF with shares held of 162,604. Whalewisdom has at least 1 13F filings

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06/30/2019

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06/30/2019

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BLUE ROCK RIVERSEDGE
1 AVENUE OF THE ARTS SUITE 2
WILMINGTON DE    19801
Country: United States

Business Phone: (302) 560-3350
Fax: (302) 261-0220
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 252
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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