Reyes Financial Architecture Inc.

Reyes Financial Architecture Inc. (CRD# 153194) is a financial advisory firm headquartered in San Diego, CA. They manage $134,715,155 in 449 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4660 La Jolla Village Drive, Suite 725, San Diego, CA 92122
http://www.reyesplan.com
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $300,034
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Reyes Financial Architecture Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Reyes, financial advisor San Diego CA
David Reyes
CRD#: 2720768
4660 La Jolla Village Drive, Suite 725, San Diego, CA 92122

David Reyes (CRD# 2720768) is an Investment Advisor Representative working at Reyes Financial Architecture Inc. in San Diego, CA and has over 27 years of experience in the finance industry.

2
Julie Reyes, financial advisor San Diego CA
Julie A. Reyes
CRD#: 5770495
4660 La Jolla Village Drive, Suite 725, San Diego, CA 92122

Julie Reyes (CRD# 5770495) is an Investment Advisor Representative working at Reyes Financial Architecture Inc. in San Diego, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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