DV
CFA
DV
CFA

Diego Marti Vertiz

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
977 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1214 East Cary Street, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Diego is a board member of the CFA Society of Virginia NextGen Board, an association of investment professionals. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Riverfront Investment Group, LLC
October 2021 - Present · 4 yrs 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.