Reale Managed Assets, Inc.

Overview

Reale Managed Assets, Inc. is a small, individually owned corporate adviser serving individual and family clients. The firm operates both as a registered representative of a broker-dealer and as an insurance broker, and it bills advisory clients on a percentage-of-assets-under-management basis. Its ADV indicates the firm provides market-timing advisory services; it is not identified as a multi-state adviser, pension consultant, or capital allocator, and it does not position itself as an ESG investor. Regulatory details are sparse in the available snapshot (SEC registration year not listed and the adviser is classified as "Unclassified"), which is consistent with a compact, regionally focused practice rather than a national RIA platform or multi-office network.

Assets & Accounts

Public Holdings

Investments & Alternatives