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| Happy Holidays!! thanks for using AUM13F!! |
| Reutemann Financial Solutions Inc
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|---|---|
| CRD # | 153247 |
| SEC # | 801-71400 |
| CIK # | |
| AUM | $254.4 M (2025-06-18) |
| Employees | 10 (60% Investors, 60% Brokers) |
| Phone | 301-294-7500 |
| Address | 2273 Research Blvd Rockville, MD 20850-3264 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 84.4 |
| (b) Individuals (high net worth individuals) | 98 | 158.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 10.5 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,365 | 254.4 |
| By Discretionary | ||
| Discretionary | 1,365 | 254.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,365 | 254.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.4 | |
| Total | 1,365 | 254.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrity Wealth LLC
✚
|
OR | 0.3 |
|
Guerra Advisors Inc
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FL | 0.3 |
|
Omega Wealth Management LLC
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VA | 0.3 |
|
Birchbrook
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ME | 0.3 |
|
Gretchen Stangier Inc
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OR | 0.3 |
|
Fidelis Wealth Advisors LLC
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|
CO | 0.3 |
|
Stonecrop Wealth Advisors LLC
✚
|
PA | 0.3 |
|
Russell Capital Management LLC
✚
|
KY | 0.3 |
|
FWG Investments LLC
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|
KY | 0.3 |
|
KBC Holdings LLC
✚
|
0.2 |