REYES FINANCIAL ARCHITECTURE INC.

RIASEC RegisteredEst. 2022
Total AUM
$196M
Discretionary
$196M
100% of AUM
Avg account
$1.2M
Accounts
170
Employees
5
Advisory reps
4

Firm details

Headquarters
SAN DIEGO, California
CRD number
153194
Registered since
May 25, 2022
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI89.76%
  • Individuals10.24%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Reyes Financial Architecture Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers — reflecting a role as a capital allocator that can deploy client capital into third-party managers. The firm does not identify as an active ESG investor in its snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Public Funds/Mutual Funds 5%, Private Funds 5%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • Public Funds/Mutual Funds5%
  • Private Funds5%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • DAVID REYES

    Founder & Chief Investment OfficerCRD 2720768

  • JULIE REYES

    Chief Financial Officer & Chief Compliance OfficerCRD 5770495

Contacts

2 of 2
  • WAYNE FERBERT

    Managing DirectorCRD 4520127

  • Deborah Spencer

    Operations ManagerCRD 6416350

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
4660 Lane Jolla Vlg Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth