Reality Shares Advisors, LLC

Reality Shares Advisors, LLC (CRD# 166762) is a financial advisory firm headquartered in San Diego, CA. They manage $45,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $11,250,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Reality Shares Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric R. Ervin
CRD#: 2885854
402 W Broadway, Suite 2800, San Diego, CA 92101
93
Wealthminder
score

Eric Ervin (CRD# 2885854) is an Investment Advisor Representative working at Reality Shares Advisors, LLC in San Diego, CA and has over 19 years of experience in the finance industry.

2
Christopher L. McHeffey
CRD#: 2282044
402 W Broadway, Suite 2800, San Diego, CA 92101
93
Wealthminder
score

Christopher McHeffey (CRD# 2282044) is an Investment Advisor Representative working at Reality Shares Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

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