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Building 2REYES FINANCIAL ARCHITECTURE INC.

Map pinSAN DIEGO, CA
Phone858-597-1966
NotebookSEC #801-125730
Total AUM
$196.2M
Employees
5
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4660 LA JOLLA VILLAGE DRIVE
SUITE 725
SAN DIEGO
CA 92122
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
858-597-1966

ReceiptFinancials

Total AUM
$196.2M
Accounts
170
Discretionary
$196.2M
Accounts
170
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$20.1M
HNW Individual Clients
117
AUM
$176.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMD

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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