$26.4M Total AUM
$26.4M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2002
- Office Locations
- 1
Office Locations
-- Salisbury MD
About Riverview Asset Management, Inc.
Riverview Trust Company is a state-chartered, locally run trust company serving individuals, families, and nonprofits across Washington and Oregon. It provides investment management, wealth planning, and trust/fiduciary services, with an emphasis on conflict-free advice and highly customized relationships—combining investment oversight with the administrative responsibilities of serving as trustee for future generations.
Team overview
-- AVG AGE
$26.4M AVG AUM / ADVISOR
$755.4K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DOROTHY RUEGGER BURKE
President
- CRD
- #1126541
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,439,858 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,439,858 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing