Reichel Management Company LLC
Firm details
- Headquarters
- ,
- CRD number
- 325495
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Reichel Management Company LLC is a small, independent registered investment adviser structured as an LLC that serves individual and family clients. The firm focuses on straightforward portfolio management and financial planning for individuals and small businesses. Its investment approach emphasizes publicly traded pooled vehicles—chiefly mutual funds—for core exposure, while maintaining discretionary control over client accounts. The firm does not present itself as a specialist in ESG strategies, pension consulting, or as a multi-state advisory network; it operates with a narrow client focus and a simple service set. Fee arrangements include a percentage-of-AUM component and hourly billing for planning work. Advisory activity is centered on personalized financial planning and portfolio management rather than institutional or large-scale capital allocation. The firm reports a very small client base, which supports a hands-on, client-specific service model rather than standardized mass-market solutions.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds97%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Frank Reichel
Chief Compliance Officer, Investment Advisor RepresentativeCRD 4535230
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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