Reale Managed Assets, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 128226
- Fee structure
- Percentage of AUM
- Client types
- Individuals67.29%
- HNWI32.71%
- Services
- Market Timing Services
Firm profile
FINTRXOverview
Reale Managed Assets, Inc. is a corporation organized as a non-independent retail registered investment advisor owned by an individual. The firm serves individual and family clients on a percentage-of-AUM fee basis and also operates as a registered representative of a broker-dealer and as an insurance broker. Advisory activities listed include market-timing services. The firm does not identify as an active ESG investor, is not presented as a capital allocator, and is not reported as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1James Reale
PresidentCRD 1779662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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