R
$669.7K Total AUM
$669.7K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-17-2021
- Office Locations
- 1
Office Locations
1500 Citywest Blvd Suite 700 Houston TX
About Rivercrest Investment Advisors, LLC
Rivercrest Investment Advisors, LLC is a Houston-based RIA. The firm has been operating for 4 years. Managing $669.7K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Merrill Lynch.
Team overview
52 AVG AGE
$669.7K AVG AUM / ADVISOR
$334.9K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
A
ANIL PUTHUPARAMPIL ABRAHAM
Chief Compliance Officer, INVESTMENT ADVISOR
- CRD
- #7441601
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $669,729 | -- |
| Non-Discretionary | $0 | -- |
| Total | $669,729 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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