National Retirement Planning Experts

National Coverage
Local Professionals

REYES FINANCIAL ARCHITECTURE INC.

4660 La Jolla Village Drive
Suite 725
San Diego, California 92122
Tel: 858-597-1966

Need a Financial Advisor?
Compare Vetted Advisors

About REYES FINANCIAL ARCHITECTURE INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#153194
SEC#801-125730
Assets Managed by Firm$134,715,155
No. of Clients449
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total449$134,715,155
Individuals (other than high net worth individuals)46$14,136,283
High net worth individuals97$120,578,872

More Retirement Planning firms in San Diego, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in San Diego, California