Reinking Financial Consulting
Firm details
- Headquarters
- ,
- CRD number
- 128457
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.45%
- Individuals27.55%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Reinking Financial Consulting operates as an independent Registered Investment Advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families. The firm is structured as a corporation and is owned by an individual. It employs a fee structure based on a percentage of assets under management (AUM). Reinking Financial Consulting does not actively engage in ESG investing and is not a multi-state adviser, which indicates a more localized approach to serving its clients.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities93%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Contacts
2 of 2Susan Reinking
Vice PresidentCRD 7230153
Luis Reinking
PresidentCRD 1524073
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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