Reef Resources, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Seattle, Washington
CRD number
133646
Registered since
June 7, 2005

Firm profile

FINTRX

Overview

Reef Resources, LLC is organized as a limited liability company and has been SEC-registered since 2005. The firm is owned by an individual and is classified in the source data as "unclassified," with no indication that it operates as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing descriptions of advisory activities, fee schedules, client types, or firm specialties were not provided in the source material. That limited disclosure makes the firm difficult to profile beyond its legal form, registration vintage, and a handful of operational flags recorded in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeffrey Feinglas

    COOCRD 4618380

  • Ferrell Daste

    Ferrell Daste

    Independent ContractorCRD 1423614

Contacts

1 of 1
  • Andrew Myers

    Andrew Myers

    FounderCRD 4698288

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
140 Lakeside Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth