| Company/Location: |
Five
Mile River Investment Management LLC
Stamford, Connecticut - Scottsdale, Arizona |
| Ownership: |
100%
Employee owned
Founded in 2003 by Lee Garcia and Todd Robbins |
| Business: |
Investment
Management Firm
Registered
Investment Advisor wth the Securities and Exchange Commission
|
| Objective: |
Consistent, Superior Long Term Returns with Moderate
Risk |
| Clients: |
High Net Worth Individuals, Family Limited Partnerships,
Trusts |
| Fees/Size: |
1%
of Assets, $500,000 minimum
|
| Client Service: |
On-Line Transparency, Quarterly Reports,
J.P. Morgan for Custody |
100 First Stamford Place - 6th Floor East
Stamford, Connecticut 06902-6740
Telephone: 203-388-4810
Fax: 203-388-4811
E-Mail: todd@fivemileriver.com |
10641 East Prospect Point Drive
Scottsdale, AZ 85262
Telephone: 480-595-8630
Fax: 480-595-7907
E-Mail: lee@fivemileriver.com |