Overview
Assets Under Management: $510 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 7
Average Client Assets: $37 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.82
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 3,237
Discretionary Accounts: 3,237
Regulatory Filings
CRD Number: 144560
Filing ID: 2012245
Last Filing Date: 2025-08-27 10:27:00
Website: https://reapfinancial.com