Overview
Assets Under Management: $135 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 108
Average Client Assets: $1 million
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