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River Oak Asset Advisory Logo
River Oak Asset Advisory CB Rank
1837952
Heat Score
50
River Oak Asset Advisory offers financial planning, wealth management, and executive financial services.
Founded
obfuscation
Private Loveland, Ohio, United States1-10 www.riveroakaa.com
Advice
Financial Services
Wealth Management
Overview

River Oak Asset Advisory
Heat Score
50

Growth Score
pts
in past quarter
Heat Score 50
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About River Oak Asset Advisory

CB Rank
1837952
River Oak Asset Advisory offers financial planning, wealth management, and executive financial services.
Founded
obfuscation
Private Loveland, Ohio, United States1-10 www.riveroakaa.com
Advice
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Steven Spaeth
Phone Number 1(513) 640-0215
Contact Email learnmore@riveroakaa.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service to create a personalized financial plan based on analysis of financial statements, tax returns, cash flow, and budget to meet client needs and goals.
Wealth Management
A service to build and manage customized investment portfolios aligned with client financial goals, including risk assessment and portfolio review.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$341.6KThis year, River Oak Asset Advisory is projected to spend $341.6K on IT, according to Aberdeen.

Active Website Tech Count

17River Oak Asset Advisory is actively using 17 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is River Oak Asset Advisory's headquarters? River Oak Asset Advisory is located in Loveland, Ohio, United States.
Who We Are
What We Do
Helpful Links
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