RILEY PRIVATE CLIENT LLC
CRD #310313 SEC #801-121467 SOUTHLAKE, TX 817-870-4680
SEC Registered
Total AUM
$64.9M
Discretionary
$61.9M
Employees
4
Clients
101
Accounts
363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $64.9M | $61.9M | $3M | 4 | 0 |
| May 2024 | $64.9M | $61.9M | $3M | 4 | 0 |
| Apr 2024 | $64.9M | $61.9M | $3M | 4 | 0 |
| Mar 2024 | $64.9M | $61.9M | $3M | 4 | 0 |
| Jun 2023 | $81M | $79.9M | $1.1M | 4 | 28 |
| Mar 2022 | $112M | $112M | $0 | 5 | 325 |
| Nov 2021 | $108M | $108M | $0 | 5 | 0 |
| May 2021 | $108M | $108M | $0 | 5 | 0 |
DateJun 2024
Total AUM$64.9M
Discretionary$61.9M
Non-Disc.$3M
Employees4
Clients0
DateMay 2024
Total AUM$64.9M
Discretionary$61.9M
Non-Disc.$3M
Employees4
Clients0
DateApr 2024
Total AUM$64.9M
Discretionary$61.9M
Non-Disc.$3M
Employees4
Clients0
DateMar 2024
Total AUM$64.9M
Discretionary$61.9M
Non-Disc.$3M
Employees4
Clients0
DateJun 2023
Total AUM$81M
Discretionary$79.9M
Non-Disc.$1.1M
Employees4
Clients28
DateMar 2022
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients325
DateNov 2021
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients0