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| Keyboard |
| Reutemann Financial Solutions Inc
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|---|---|
| CRD # | 153247 |
| SEC # | 801-71400 |
| CIK # | |
| AUM | 251.6 M (2026-04-22) |
| Employees | 10 (60% Investors, 60% Brokers) |
| Phone | 301-294-7500 |
| Address | 2273 Research Blvd Rockville, MD 20850-3264 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 72.4 |
| (b) Individuals (high net worth individuals) | 93 | 166.0 |
| (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 | 22 | 12.2 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,250 | 251.6 |
| By Discretionary | ||
| Discretionary | 1,250 | 251.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,250 | 251.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.6 | |
| Total | 1,250 | 251.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Plotkin Financial Advisors LLC
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|
MD | 255.9 M |
|
Grant Private Wealth Management Inc
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|
CA | 255.0 M |
|
ACAP Asset Management Inc
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CA | 255.0 M |
|
Integrated Wealth Management Inc
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OH | 254.1 M |
|
Clear Point Advisors Inc
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NY | 253.4 M |
|
Elevation Capital Advisory LLC
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OR | 252.9 M |
|
Endeavor Wealth Advisors LLC
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|
OH | 252.8 M |
|
Mariaca Wealth Management LLC
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|
FL | 251.1 M |
|
KBC Holdings LLC
✚
|
249.0 M | |
|
Aegis Wealth Group LLC
✚
|
UT | 247.7 M |