RIVERMAX FINANCIAL PLANNING LLC

RIVERMAX FINANCIAL PLANNING LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 340438).

Registration

• CRD: 340438
• Type: Registered investment adviser
• Location: 24 SCHOOL STREET, BOSTON, MA, 02108
• Phone: 7815340986
• Latest filing: 2026-05-28
• Clients: 1

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 340438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search