R
$66.4M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2000
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Riverside Investment Management, Inc.
Riverside Investment Management, Inc. is a Atlanta-based RIA. The firm has been operating for 26 years. Managing $66.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
-- AVG AGE
$66.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
23.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
M
MARK WAYNE CARSON
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1094431
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,806,554 | -- |
| Non-Discretionary | $53,613,390 | -- |
| Total | $66,419,944 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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