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CRD#: 153272
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FIRM PROFILE
Assets Under Management:No Information
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Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for RIVER BRANCH CAPITAL LLC Comes From
Understanding the Statistics for RIVER BRANCH CAPITAL LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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Firm Disclosures
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FIRM INFORMATION
Established
Delaware since 11/03/2009
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at RIVER BRANCH CAPITAL LLC
Jamil Moussa Abdullah
IAR
CRD#: 6101534
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
13 years
Daniel Brian Conklin
IAR
CRD#: 6556201
Location:
Apex, NC 27502
Company:
HUNTER STREET INVESTMENT ADVISORS LLC
Disclosures:
Experience:
10 years
Tara Nicole Seegers
IAR
CRD#: 6186640
Location:
Colorado Springs, CO 80903
Company:
EXCEPTIONAL WEALTH & FAMILY OFFICE
Disclosures:
Experience:
12 years
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