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About RILEY PRIVATE CLIENT LLC
RILEY PRIVATE CLIENT LLC is a financial services firm that specializes in providing personalized investment management and wealth advisory services to high-net-worth individuals and families. With decades of industry experience, their team of skilled financial experts help clients achieve their financial goals and secure their financial future.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized investment management and wealth advisory services
- Specializes in serving high-net-worth individuals and families
- Helps clients achieve their financial goals
- Offers long-term financial planning and guidance
Facts and Insights:
RILEY PRIVATE CLIENT LLC was founded in 2004 and is headquartered in Chicago, Illinois. Currently, the firm has over $10 billion in assets under management and employs a team of 25 experienced financial advisors who work closely with each client to develop and execute a customized financial plan.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 25 | 2004 – Present |
Financial Services Offered:
RILEY PRIVATE CLIENT LLC offers a range of comprehensive financial services to meet the complex needs of their high-net-worth clients, including:
- Investment management
- Wealth advisory
- Financial planning
- Estate planning
- Tax planning
- Retirement planning
Client Types:
RILEY PRIVATE CLIENT LLC primarily serves high-net-worth individuals and families, including executives, business owners, and retirees. They also work with corporate executives and business owners through specialized services such as executive compensation planning and business succession planning.
Fees & Compensation:
RILEY PRIVATE CLIENT LLC charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients’ financial success. They do not receive any commissions or compensation from third-party products or services, providing unbiased and transparent financial advice.
Background:
The founders of RILEY PRIVATE CLIENT LLC have over 25 years of experience in the financial industry, and the firm has a team of highly qualified and experienced financial advisors. The firm maintains strict ethical standards and abides by the fiduciary duty to always act in the best interest of their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, RILEY PRIVATE CLIENT LLC is required to disclose any potential conflicts of interest or legal and disciplinary events to clients. The firm has a clean record and has never faced any legal or disciplinary actions, ensuring their clients can trust their financial advice and services.