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Riverbend Planning Group
RIVERBEND PLANNING GROUP LLC is a state-registered investment adviser in CHICAGO, IL. The firm manages $39 million in regulatory assets under management on a...
Overview
RIVERBEND PLANNING GROUP LLC is a state-registered investment adviser in CHICAGO, IL. The firm manages $39 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What is the minimum asset threshold for clients at Riverbend Planning Group?
Minimum client asset thresholds are not publicly disclosed. Multi-family RIAs often require $5 million to $10 million in investable assets, but Riverbend Planning Group has not published eligibility criteria.
Who are the principals or investment decision-makers at Riverbend Planning Group?
No principals are named in publicly available sources such as SEC filings or press reports. The firm's ownership and key personnel are not identifiable via public record.
How does Riverbend Planning Group's SEC registration affect its operations?
As a state-registered investment advisor, Riverbend Planning Group must adhere to a fiduciary standard, file Form ADV annually, and disclose conflicts of interest. This regulatory framework provides allocators with a baseline of transparency and compliance oversight.
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