TrueAdvisor
TrueAdvisor
DZ
CFA
DZ
CFA

Daniel William Zolet

Riverfront Investment Group, LLC
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Riverfront Investment Group, LLC
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

Location

Elmhurst, IL

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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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Employment History
Current Registrations
Riverfront Investment Group, LLC
September 2021 - Present · 4 yrs 5 mos
State Registrations2 states
ILVA
Advisor
Exams
No exam information available for this advisor.