Reilly Financial Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Reilly Financial Advisors LLC
CRD #110315
SEC #801-56721
CIK #1363561
AUM $1.3 BB (97% Disc, 100% US)
Employees36 (53% Investors, 0% Brokers)
Phone619-698-0794
Address7777 Alvarado Road, Suite 116
La Mesa, CA 91942
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
1335106880153426702000200620132020
Sector Holding Cap ($MM) Value ($MM)
MINT20.7
IWO18.4
IWN18.2
AAPL843,560.015.4
GOOG817,370.013.7
XBI13.3
MA250,210.013.1
JNJ369,000.013.0
PYPL114,330.012.6
ABT136,670.012.3
View All
Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
Comparable Firms State AUM ($BB)
McGill Advisors Inc
NC 1.4
SunTrust Equitable Securities Corporation
GA 1.4
Osborn Williams & Donohoe LLC
OH 1.3
H Beck Inc
MD 1.3
Stearns Financial Services Group Inc
NC 1.3
Quest Investment Management LLC
OR 1.3
Caprin Asset Management LLC
VA 1.3
Foster & Motley Inc
OH 1.3
Tower Bridge Advisors Inc
PA 1.3
Cambridge Investment Research Inc
IA 1.3
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