Rea Financial, Inc
● SEC registered since 2026CRD 340696SEC# 801-135745Orlando, FL
Reg. AUM
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Employees
3
Accounts
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Location
Orlando, FL
Rea Financial, Inc assets under management
Rea Financial, Inc is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2026. It employs 3 people.
Rea Financial, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brittany Yocum Control | Chief Compliance Officer | Under 5% | 2026 |
| James W Rea Control | President | Over 75% | 2022 |
Frequently asked questions
How many employees does Rea Financial, Inc have?
Rea Financial, Inc reports 3 employees.
Where is Rea Financial, Inc located?
Rea Financial, Inc is based in Orlando, FL and has been SEC-registered since 2026.
Does Rea Financial, Inc disclose fund performance?
Rea Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7680 Universal Blvd, Suite 620, Orlando, FL 34747 |
| Phone | 407-787-9700 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers