RIVERO CPA LLC

RIASEC 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 organized as an LLC and operates primarily as an accounting practice that also provides financial planning and adviser-selection services. FINTRX classifies the firm as a capital allocator that charges hourly and other non-standard fees rather than operating as a traditional asset manager focused on discretionary AUM. The record indicates an individual owner and lists the firm as not being a multi-state adviser and not an active ESG investor. SEC registration year is not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • LOURDES BORR

    Managing MemberCRD 4739232

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth