Overview
Assets Under Management: $135 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 43
Average Client Assets: $2.4 million
Frequently Asked Questions
RED REEF ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174748), RED REEF ADVISORS LLC is subject to fiduciary duty under federal law.
RED REEF ADVISORS LLC is headquartered in BOCA RATON, FL.
RED REEF ADVISORS LLC serves 43 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, RED REEF ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RED REEF ADVISORS LLC manages $135 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, RED REEF ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.98%
Average Client Assets: $2.4 million
Total Client Accounts: 323
Discretionary Accounts: 321
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 174748
Filing ID: 2082129
Last Filing Date: 2026-03-26 17:26:36