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 a limited liability company that has been SEC-registered since 2005. The firm is reported as owned by an individual and is categorized in filings as unclassified rather than one of the typical RIA subtypes. Regulatory and public disclosure fields indicate the firm does not position itself as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser. Additional registry flags show it is not a newly formed adviser, does not operate as a pension consultant, and is not designated as a related adviser. Public filings for Reef Resources contain only basic registry attributes and offer limited detail about its advisory services, client mix, fee arrangements, or investment processes.

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

    Independent ContractorCRD 1423614

Contacts

1 of 1
  • ANDREW MYERS

    FounderCRD 4698288

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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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