RIVER SOURCE WEALTH MANAGEMENT, LLC
RIVER SOURCE WEALTH MANAGEMENT, LLC of WAYNESVILLE, NC is an SEC-registered investment adviser (CRD 150852). Regulatory assets under management: $235.6M.
Registration
- CRD: 150852
- SEC file number: 801-70474
- Type: Registered investment adviser
- Location: 168 TATE STREET, WAYNESVILLE, NC, 28786
- Phone: 828-452-1288
- Latest filing: 2017-03-07
- Regulatory AUM: $235.6M
- Discretionary AUM: $187.6M
- Non-discretionary AUM: $48.0M
- Clients: 3
- Accounts: 1,273
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| ANDERSON STEPHEN BRANDON | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| PHELAN TIMOTHY FRANCIS | MANAGING MEMBER | — |
More on this firm