Active
REI WEALTH MANAGEMENT
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$163M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 116.8M |
| Non-Discretionary | 46.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 172220 |
| SEC Number | 801-132863 |
| Phone | 813-335-1757 |
| Total Employees | 2 |
Client Count by Type (25 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 13 |
| High Net Worth Individual… | 9 |
| Pension/Profit Sharing Pl… | 2 |
| Insurance Companies | 1 |
County data not available for this organization.