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Building 2RED REEF ADVISORS LLC

Map pinBOCA RATON, FL
Phone561-400-3285
NotebookSEC #801-132745
Total AUM
$135M
Employees
3
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 E PALMETTO PARK RD
STE 800
BOCA RATON
FL 33432
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-400-3285
Other Offices
1

ReceiptFinancials

Total AUM
$135M
Accounts
323
Discretionary
$120.3M
Accounts
321
Non-Discretionary
$14.7M
Accounts
2

ContactClients

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Individual Clients
44
AUM
$15.9M
HNW Individual Clients
43
AUM
$103.9M
Pension/Profit Sharing Plan Clients
2
AUM
$14.7M
Charitable Organization Clients
2
AUM
$469.3K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYPA

HandshakeAffiliates

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

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