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REAVES ASSET MANAGEMENT
10 Exchange Place, 18th Floor
Jersey City, New Jersey 07302
Tel: 201-332-4596
About REAVES ASSET MANAGEMENT
REAVES ASSET MANAGEMENT, formally registered with the SEC as REAVES ASSET MANAGEMENT. The firm was established in 10/01/1977. They have over 1 offices throughout the country.
REAVES ASSET MANAGEMENT is a Jersey City, New Jersey based Financial Planning firm with nearly $4,092,180,109 assets under management, offering retirement planning & investment advisory services to 300 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 3140 |
| SEC# | 801-13457 |
| Assets Managed by Firm | $4,092,180,109 |
| No. of Clients | 300 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Other (PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA))
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 300 | $4,092,180,109 |
| Individuals (other than high net worth individuals) | 279 | $186,442,125 |
| High net worth individuals | 5 | $49,285,360 |
| Charitable organizations | 7 | $11,744,862 |
| Corporations or other businesses | 6 | $15,378,115 |
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