REIS INVESTMENT MANAGEMENT, INC.
Total AUM
$123.6M
Employees
3Clients
56Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00--4:30
Monday - Friday
Monday - Friday
Phone
858-455-5522
Financials
Total AUM
$123.6M
Accounts
230Discretionary
$123.6M
Accounts
230Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
16AUM
$4.4M
HNW Individual Clients
39AUM
$119.2M
Charitable Organization Clients
1AUM
$35K
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.