$64.5M Total AUM
$64.5M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-12-1999
- Office Locations
- 1
Office Locations
-- Alameda CA
About Ribera Investment Management, LLC
Ribera Investment Management is a California-based investment advisor serving retail clients with portfolio construction, asset allocation, and ongoing asset management. Strategies are implemented primarily with ETFs alongside other public securities, with additional exposure themes that can include fixed income and real estate. The firm custodies through Charles Schwab and uses Nitrogen (Riskalyze) for risk profiling.
Team overview
59 AVG AGE
$64.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
27 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TYLER GREGORY RIBERA
President, President & Co-founder
- CRD
- #1368252
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,548,291 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,548,291 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing