This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fiduciary Trust · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-03-2018
- Office Locations
- 2
Office Locations
About River Raisin Investment Partners, Inc.
River Raisin Investment Partners is a Monroe, MI fee-only, independent fiduciary wealth manager providing comprehensive financial/wealth planning and ongoing portfolio management. Their client-first process emphasizes listening, strategy design, and follow-through. Portfolios commonly use ETFs and public funds alongside cash and government/agency bonds. Securities are offered through Charles Schwab & Co.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT EDWARD BURNS
Chief Compliance Officer, President, Principal
- CRD
- #5140649
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ADAM JAMES MCLAUGHLIN
Founder
- CRD
- #5234319
CAMDEN ERIC RIEGEL
--
- CRD
- #8282259
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,541,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $163,541,000 | -- |
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 % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing