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⚲
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| Reyes Financial Architecture Inc
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|
|---|---|
| CRD # | 153194 |
| SEC # | 801-125730 |
| CIK # | |
| AUM | $115.6 MM (2023-03-21) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 858-597-1966 |
| Address | 4660 La Jolla Village Drive San Diego, CA 92122 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 10.7 |
| (b) Individuals (high net worth individuals) | 94 | 100.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 115.6 |
| By Discretionary | ||
| Discretionary | 347 | 115.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 347 | 115.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.6 | |
| Total | 347 | 115.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |
|
Pruneyard Financial Group Inc
✚
|
CA | 0.1 |
|
Painter Smith and Amberg Inc
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|
CA | 0.1 |
|
Costello Financial Planning Inc
✚
|
OR | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Three Points Financial Inc
✚
|
CO | 0.1 |
|
Actitrust Wealth Management LLC
✚
|
FL | 0.1 |
|
Adare Asset Management LLC
✚
|
PA | 0.1 |
|
CQ Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Clutinger Williams & Verhoye Inc
✚
|
CA | 0.1 |