|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Reyes Financial Architecture Inc
✚
|
|
|---|---|
| CRD # | 153194 |
| SEC # | 801-125730 |
| CIK # | 0002047201 |
| AUM | $156.8 M (2025-03-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 858-597-1966 |
| Address | 4660 La Jolla Village Drive San Diego, CA 92122 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.0 | ||
| SPDR Gold Trust | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Tesla Motors Inc | 1.2 | ||
| Broadcom Inc | 1.1 | ||
| Facebook Inc | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| International Business Machines Corp | 0.9 | ||
| Netflix Inc | 0.8 | ||
| Nvidia Corp | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 17.8 |
| (b) Individuals (high net worth individuals) | 108 | 139.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 485 | 156.8 |
| By Discretionary | ||
| Discretionary | 485 | 156.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 485 | 156.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.8 | |
| Total | 485 | 156.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002047201] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FMA Wealth Management LLC
✚
|
MA | 0.2 |
|
Shellman Investment Management LLC
✚
|
FL | 0.2 |
|
Archambo Financial Advisors Inc
✚
|
OK | 0.2 |
|
The Private Investment Group Inc
✚
|
OH | 0.2 |
|
Columbia River Financial Group LLC
✚
|
WA | 0.2 |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 0.2 |
|
May William Michael
✚
|
0.2 | |
|
Sagace Wealth Management LLC
✚
|
FL | 0.2 |
|
Leibman Financial Servces Inc
✚
|
NE | 0.2 |
|
Greenleaf Financial Group LLC
✚
|
IN | 0.2 |