REEF INVESTMENT MANAGEMENT LLC

2600 N Ashton Blvd.
Suite 200
Lehi, Utah 84043
Tel: 801-216-8850

About REEF INVESTMENT MANAGEMENT LLC

REEF INVESTMENT MANAGEMENT LLC, formally registered with the SEC as REEF INVESTMENT MANAGEMENT LLC. The firm was established in 12/18/2020. They have over 1 offices throughout the country.

REEF INVESTMENT MANAGEMENT LLC is a Lehi, Utah based Financial Planning firm with nearly $151,031,282 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309186
SEC#	801-120010
Assets Managed by Firm	$151,031,282
No. of Clients	3
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$151,031,282

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