CRD: 167187
Riverbend Planning Group LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-12-2013
- Office Locations
- 1
Office Locations
About Riverbend Planning Group LLC
Riverbend Planning Group is a Chicago-based investment advisory firm led by founder Michael Marietti, serving busy individuals and business owners with retirement, estate, and investment planning plus broader financial planning for personal and company needs. Portfolios are implemented primarily with public funds and ETFs, with an emphasis on asset allocation and risk management. Clients can access accounts through TD Ameritrade.
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Owner & Executives
MICHAEL JOHN MARIETTI IV
GENERAL PARTNER, Investment Advisor
- CRD
- #1999823
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,044,000 | -- |
| Non-Discretionary | $56,000 | -- |
| Total | $39,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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