Overview
Assets Under Management: $135 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 108
Average Client Assets: $1 million
Frequently Asked Questions
REYES FINANCIAL ARCHITECTURE 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 #153194), REYES FINANCIAL ARCHITECTURE INC. is subject to fiduciary duty under federal law.
REYES FINANCIAL ARCHITECTURE INC. is headquartered in SAN DIEGO, CA.
REYES FINANCIAL ARCHITECTURE INC. serves 108 high-net-worth clients according to their SEC filing dated December 19, 2024. View client details ↓
According to their SEC Form ADV, REYES FINANCIAL ARCHITECTURE INC. offers financial planning and portfolio management for individuals. View all service details ↓
REYES FINANCIAL ARCHITECTURE INC. manages $135 million in client assets according to their SEC filing dated December 19, 2024.
According to their SEC Form ADV, REYES FINANCIAL ARCHITECTURE 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: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.66
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 449
Discretionary Accounts: 449
Regulatory Filings
CRD Number: 153194
Last Filing Date: 2024-12-19 00:00:00
Website: https://reyesplan.com