WALTER J. REYNA, INC.
Firm details
- Headquarters
- MCALLEN, Texas
- CRD number
- 141173
- Website
- walterreyna.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI60.19%
- Individuals39.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Walter J. Reyna, Inc. operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm provides a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. Walter J. Reyna, Inc. is also affiliated with a broker-dealer and operates as an insurance broker. The firm does not engage in capital allocation and is not recognized as an active ESG investor.
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 Equities60%
- Investment Grade Corp Bonds30%
- Cash & Cash Equivalents10%
Contacts
3 of 4MICHAEL CUTBIRTH
Investment Adviser RepresentativeCRD 2635216
WALTER REYNA
Founding PartnerCRD 1323478
JAMES REYNA
PartnerCRD 2809453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MCALLEN, TX
HIDALGO
Location
MCALLEN, TX
Headquartered in MCALLEN, TX, anchoring the McAllen-Edinburg, TX metro in the South.
- Metro area
- McAllen-Edinburg, TX
- Region
- South
- County
- HIDALGO
- Address
- 5315 N McColl Rd
- Time zone
- CT (UTC-6)
- Office locations
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