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Reyes Financial Architecture Inc.

● SEC registered since 2022CRD 153194SEC# 801-125730San Diego, CA
Export (members)
Reg. AUM
$156.8M
Employees
5
Accounts
485
Location
San Diego, CA

Reyes Financial Architecture Inc. assets under management

Reyes Financial Architecture Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2022. It reports $156.8 million in regulatory assets under management and employs 5 people.
www.reyesplan.comView on SEC.gov ↗

Reyes Financial Architecture Inc. owners & executives

1 reported
NameTitleOwnershipSince
Julie Ann Reyes ControlPresident/Chief Financial Officer/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Reyes Financial Architecture Inc. manage?

Reyes Financial Architecture Inc. reports $156.8 million in regulatory assets under management on its Form ADV.

How many employees does Reyes Financial Architecture Inc. have?

Reyes Financial Architecture Inc. reports 5 employees.

Where is Reyes Financial Architecture Inc. located?

Reyes Financial Architecture Inc. is based in San Diego, CA and has been SEC-registered since 2022.

Does Reyes Financial Architecture Inc. disclose fund performance?

Reyes Financial Architecture Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4660 la Jolla Village Drive, Suite 725, San Diego, CA 92122
Phone858-597-1966
Fax858-240-5408
Office hours9:00 a.m.-5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.8M
Non-discretionary$0
Total (RAUM)$156.8M