LIVING EARTH INVESTMENTS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 146604
- Website
- livingearthinvestments.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Living Earth Investments, LLC is structured as a limited liability company and operates as an independent registered investment adviser owned by an individual. The firm focuses on serving individual and family clients and offers financial planning alongside portfolio management for individuals and small businesses. Its reported fee model combines a percentage-of-assets-under-management charge with the possibility of hourly fees. The adviser does not self-identify as an active ESG investor, is not a capital allocator, and does not position itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1AARON RIVERS
PresidentCRD 2924597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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