4660 La Jolla Village Drive
Suite 725
San Diego, California 92122
Tel: 858-597-1966
REYES FINANCIAL ARCHITECTURE INC, formally registered with the SEC as REYES FINANCIAL ARCHITECTURE INC. The firm was established in 05/25/2022. They have over 1 offices throughout the country.
REYES FINANCIAL ARCHITECTURE INC. is a San Diego, California based Financial Planning firm with nearly $134,715,155 assets under management, offering retirement planning & investment advisory services to 449 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153194 |
| SEC# | 801-125730 |
| Assets Managed by Firm | $134,715,155 |
| No. of Clients | 449 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 449 | $134,715,155 |
| Individuals (other than high net worth individuals) | 46 | $14,136,283 |
| High net worth individuals | 97 | $120,578,872 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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