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Building 2REILLY FINANCIAL ADVISORS

Map pinLA MESA, CA
Phone619-698-0794
NotebookSEC #801-56721
Total AUM
$2.2B
Employees
43
Clients
1,240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7777 ALVARADO ROAD, SUITE 116
LA MESA
CA 91942
United States
Operating Hours
8 TO 4
Monday - Friday
Phone
619-698-0794
Other Offices
4

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,239
Discretionary
$2.1B
Accounts
1,190
Non-Discretionary
$73M
Accounts
49

ContactClients

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Individual Clients
662
AUM
$593.9M
HNW Individual Clients
577
AUM
$1.6B
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACOFLGAHIIAIDILINKSLAMAMIMNMOMSMTNCNDNENHNMNVNYOHOKORPASCSDTNTXUTVAWAWI

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

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