CRD: 109079
Riverplace Capital Management INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-2003
- Office Locations
- 1
Office Locations
About Riverplace Capital Management INC
Riverplace Capital is a Jacksonville, FL-based fiduciary advisory founded in 1998 by Executive Chairman Peter Bower. The firm delivers concierge private wealth management, investment management, and family office services, plus small business advisory for entrepreneurs, family estates, and individual investors. Portfolios are built primarily with ETFs and mutual funds, with Schwab as a key custodian.
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Owner & Executives
PETER EDWARD BOWER
Chief Investment Officer, Director, Executive Chairman
- CRD
- #871625
- Ownership
- 75% or more
Annette Y Campos
Director Operations & Compliance
- CRD
- #6617238
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $267,357,835 | $759,539 |
| Non-Discretionary | $0 | -- |
| Total | $267,357,835 | $759,539 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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