This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2018
- Office Locations
- 1
Office Locations
About Mountain River Financial
Mountain River Financial is a fee-only, fiduciary RIA providing flat-fee financial planning and ongoing wealth management for high-income couples in their 30s. The firm serves as an unconflicted personal CFO, with an emphasis on cash-flow, tax planning, and long-term portfolio construction typically implemented with ETFs and mutual funds. Custody includes Charles Schwab, and founder Rob Stromberg is featured in major financial media.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT TIMOTHY STROMBERG
Chief Compliance Officer, FOUNDER, President
- CRD
- #5707819
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,577,290 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,577,290 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing