Overview
Assets Under Management: $1.3 billion
Headquarters: LA MESA, CA
High-Net-Worth Clients: 375
Average Client Assets: $2.3 million
Frequently Asked Questions
REILLY FINANCIAL ADVISORS 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 #110315), REILLY FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
REILLY FINANCIAL ADVISORS is headquartered in LA MESA, CA.
REILLY FINANCIAL ADVISORS serves 375 high-net-worth clients according to their SEC filing dated July 25, 2018. View client details ↓
According to their SEC Form ADV, REILLY FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
REILLY FINANCIAL ADVISORS manages $1.3 billion in client assets according to their SEC filing dated July 25, 2018.
According to their SEC Form ADV, REILLY FINANCIAL ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 375
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.89%
Average Client Assets: $2.3 million
Total Client Accounts: 5,228
Discretionary Accounts: 5,011
Non-Discretionary Accounts: 217
Regulatory Filings
CRD Number: 110315
Filing ID: 1231318
Last Filing Date: 2018-07-25 13:38:00