RIVERBEND PLANNING GROUP LLC

RIVERBEND PLANNING GROUP LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 167187). Regulatory assets under management: $39.1M.

Registration

• CRD: 167187
• Type: Registered investment adviser
• Location: 211 W. WACKER DR., CHICAGO, IL, 60606
• Phone: 312-781-2112
• Latest filing: 2026-03-24
• Regulatory AUM: $39.1M
• Discretionary AUM: $39.0M
• Non-discretionary AUM: $56K
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167187 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search