Rea Capital Management, LLC
Rea Capital Management, LLC (CRD# 127485) is a financial advisory firm headquartered in Fort Collins, CO. They manage $17,426,904 in 170 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts170ACCOUNTS
Average Account Value$102,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Aubrey Coleman (CRD# 4855138) is an Investment Advisor Representative working at Rea Capital Management, LLC in Fort Collins, CO and has over 12 years of experience in the finance industry. Aubrey Coleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Elisabeth Olson (CRD# 6577798) is an Investment Advisor Representative working at Rea Capital Management, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.