Bluffview Ria, LP is a large advisory firm based in Dallas. It manages $660.32 million of regulatory assets for 486 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Louisiana, Nebraska, Texas, and Virginia.
Bluffview Ria provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bluffview Ria, LP is $660.32 million. The firm's AUM has grown by 1626% 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 Bluffview Ria, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Gordon Rupp has been acting as President since 1 Nov 2003. Llc 575 Partners joined the executive team most recently as the General Partner.
The principal office where Bluffview Ria, LP performs its advisory services is located at 2000 Mckinney Avenue, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-855-2550 or by fax 214-855-2555. The normal business hours are 8:30 to 4:00 central on Monday - Friday.