Overview
Assets Under Management: $124 million
High-Net-Worth Clients: 39
Average Client Assets: $3.1 million
Frequently Asked Questions
REIS INVESTMENT MANAGEMENT, 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 #126800), REIS INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
REIS INVESTMENT MANAGEMENT, INC. serves 39 high-net-worth clients according to their SEC filing dated December 04, 2018. View client details ↓
According to their SEC Form ADV, REIS INVESTMENT MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
REIS INVESTMENT MANAGEMENT, INC. manages $124 million in client assets according to their SEC filing dated December 04, 2018.
According to their SEC Form ADV, REIS INVESTMENT MANAGEMENT, 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: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.39%
Average Client Assets: $3.1 million
Total Client Accounts: 230
Discretionary Accounts: 230
Regulatory Filings
CRD Number: 126800
Filing ID: 1247243
Last Filing Date: 2018-12-04 12:27:00