River Associates Investments, LLC is a large advisory firm based in Chattanooga. It manages $182.06 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Tennessee.
River Associates Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of River Associates Investments, LLC is $182.06 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay River Associates Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
River Associates Investments, LLC is owned by William Craig Baker. Blake Tyler Lewis joined the executive team most recently as the Vice President Of Registrant And Relying Advisor.
The principal office where River Associates Investments, LLC performs its advisory services is located at 633 Chestnut Street, Chattanooga, TN 37450, 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 423-755-0888 or by fax 423-755-0870. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at riverassociatesllc.com/.