Reicon Wealth Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 315043
- Registered since
- July 6, 2023
- Website
- reiconcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI57.7%
- Charitable Organizations37.59%
- Individuals2.95%
- Pooled Investment Vehicles1.76%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Reicon Wealth Advisors, LLC is a limited liability company that provides portfolio management to individuals, small businesses and pooled investment vehicles. The firm is SEC-registered (registered in 2023) and operates with a mix of percentage-of-AUM and performance-based fee arrangements. Its client base includes both individual and family clients as well as institutional investors. Reicon is organized as a private equity fund entity and is involved in sponsor/GP and managing-member roles for pooled vehicles in addition to its advisory activities.
Assets & Accounts
Public Holdings
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 Funds77%
- US Government Bonds13%
- Exchange Traded Equities6%
- Derivatives2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$189M in ETFs
95%
$179M
5%
$9.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $72.3M | 94,783 | 38.22% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3166 Mathieson Dr Ne
- Time zone
- ET (UTC-5)
- Office locations
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