River Street Advisors, LLC (Aurora)
River Street Advisors, LLC is an adviser based in Aurora. It manages $55.86 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Illinois.
River Street Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
River Street Advisors: assets under management
The assets under management (AUM) of River Street Advisors, LLC is $55.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay River Street Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Aurora
The principal office where River Street Advisors, LLC performs its advisory services is located at 37 S. River Street, Aurora, IL 60506, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-892-0202. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.
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