Rivero Cpa LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
7
Advisory reps
1

Firm details

Headquarters
Westfield, New Jersey
CRD number
129783
Fee structure
Hourly Charges, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Rivero Cpa LLC is a New Jersey–registered limited liability company that combines accounting services with a modest advisory capability. The firm lists accounting as its primary business activity and offers financial planning and the selection of other advisers as its advisory services. Ownership is listed as individual, and its fee approach emphasizes hourly charges (and other fee arrangements). Rivero Cpa LLC identifies itself as a capital allocator, but it is not positioned as an ESG-focused adviser, multi-state adviser, pension consultant, or part of a related-adviser structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Lourdes Borr

    Lourdes Borr

    Managing MemberCRD 4739232

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Westfield, NJ

Union

Location

Westfield, NJ

Headquartered in Westfield, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Union
Address
414 Central Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth