White River Investments
White River Investments (CRD# 313722) is a financial advisory firm headquartered in Austin, TX. They manage $22,212,028 in 108 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts108ACCOUNTS
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Average Account Value$205,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at White River Investments
1
Christi Van Rite (CRD# 4946835) is an Investment Advisor Representative working at White River Investments in Cripple Creek, CO and has over 18 years of experience in the finance industry.
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