Rioux & Company, LLC is an adviser based in Bristol. It manages $10.13 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and Florida.
Rioux & Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rioux & Company, LLC is $10.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rioux & Company, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Rioux & Company, LLC performs its advisory services is located at 81 N. Main Street, Bristol, CT 06010 The mailing address of the firm is P.O. Box 958, Bristol, CT 06011 0958. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-589-8754 or by fax 860-589-6749. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.riouxcompany.com.