Reign Wealth Logic

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Eugene, Oregon
CRD number
308301
Fee structure
Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Reign Wealth Logic is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm identifies as a capital allocator and serves both individual & family clients and institutional accounts. Its advisory services emphasize financial planning and the selection of outside managers, indicating a model that blends in-house planning work with delegated implementation through third-party advisers. Fee arrangements include fixed fees and other fee types rather than a traditional asset-based fee schedule. The firm does not characterize itself as an active ESG investor and is not described as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Joshua Stroud

    Joshua Stroud

    Investment Advisor RepresentativeCRD 4448453

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Eugene, OR

Lane

Location

Eugene, OR

Headquartered in Eugene, OR, in the West of the United States.

Region
West
County
Lane
Address
590 Pearl St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth