This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-26-2011
- Office Locations
- 2
Office Locations
About NEW River Investments
New River Investments is a fee-only RIA founded in 2011, providing transparent investment management for individuals, trusts, retirement plans and institutions. The team emphasizes portfolio construction and asset allocation, often implemented through ETFs and public funds alongside fixed income. Founded by advisors who left traditional broker-dealers to reduce conflicts and cost opacity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GUILLERMO RODITI DOMINGUEZ
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5094605
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Samantha Danielle Powell
--
- CRD
- #6771453
ALBERTO RODITI
Director, MANAGING DIRECTOR
- CRD
- #4409558
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,025,382 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,025,382 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $37,792,749
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $533,495,455 | 9.1% |
| Equity - Exchange | $715,235,665 | 12.2% |
| Cash | $1,184,242,659 | 20.2% |
| U.S. Government/Agency | $1,559,448,254 | 26.6% |
| Other | $1,870,165,389 | 31.9% |
| Total | $5,862,587,422 | 100.0% |