REYES FINANCIAL ARCHITECTURE INC.
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 153194
- Registered since
- May 25, 2022
- Website
- reyesplan.com
- 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
FINTRXOverview
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
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 Equities85%
- Public Funds/Mutual Funds5%
- Private Funds5%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2DAVID REYES
Founder & Chief Investment OfficerCRD 2720768
JULIE REYES
Chief Financial Officer & Chief Compliance OfficerCRD 5770495
Contacts
2 of 2WAYNE FERBERT
Managing DirectorCRD 4520127
Deborah Spencer
Operations ManagerCRD 6416350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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