Riley Private Client LLC
Riley Private Client LLC (CRD# 310313) is a financial advisory firm headquartered in Southlake, TX. They manage $64,894,878 in 363 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management65MILLION
-
Total Number of Accounts363ACCOUNTS
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Average Account Value$178,774
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, KS, NE, TX
Financial Advisors at Riley Private Client LLC
1
Douglas Jones (CRD# 5677992) is an Investment Advisor Representative working at Riley Private Client LLC in Southlake, TX and has over 12 years of experience in the finance industry.
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