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Building 2DAVID S REINDERS

Map pinVALENCIA, CA
Phone661-222-2331
NotebookSEC #801-118156
Total AUM
$105.2M
Employees
4
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27433 TOURNEY ROAD
SUITE 250
VALENCIA
CA 91355
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
661-222-2331

ReceiptFinancials

Total AUM
$105.2M
Accounts
613
Discretionary
$105.2M
Accounts
613
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
208
AUM
$59.3M
HNW Individual Clients
29
AUM
$41.6M
Pension/Profit Sharing Plan Clients
2
AUM
$2M
Charitable Organization Clients
1
AUM
$1.8M
Other Clients
1
AUM
$496.6K
Description of Other Clients
ADVISORY AFFILIATE PERSONAL ACCOUNTS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTNTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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