Overview
Assets Under Management: $266 million
Headquarters: LAWRENCE, KS
High-Net-Worth Clients: 84
Average Client Assets: $2.4 million
Frequently Asked Questions
REINHARDT FINANCIAL SERVICES INC 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 #107083), REINHARDT FINANCIAL SERVICES INC is subject to fiduciary duty under federal law.
REINHARDT FINANCIAL SERVICES INC is headquartered in LAWRENCE, KS.
REINHARDT FINANCIAL SERVICES INC serves 84 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, REINHARDT FINANCIAL SERVICES INC offers financial planning and portfolio management for individuals. View all service details ↓
REINHARDT FINANCIAL SERVICES INC manages $266 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, REINHARDT FINANCIAL SERVICES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.14%
Average Client Assets: $2.4 million
Total Client Accounts: 1,610
Discretionary Accounts: 66
Non-Discretionary Accounts: 1,544
Regulatory Filings
CRD Number: 107083
Filing ID: 1189613
Last Filing Date: 2018-03-29 16:26:00