$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-13-2013
- Office Locations
- 1
Office Locations
-- Thousand Oaks CA
About Rivetti Investment Services, LLC
Rivetti Financial is an independent advisory firm focused on physicians, providing financial planning, investment management, and insurance planning (disability and life) for doctors from residency through practice nationwide. The firm emphasizes a complete-picture approach and implements portfolios primarily with public funds; custody is reported with Altruist.
Team overview
-- AVG AGE
$6.4M AVG AUM / ADVISOR
$163.0K AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TYLER LOUIS RIVETTI
Advisor, Managing Member - Cco
- CRD
- #6159938
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,358,415 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,358,415 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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