Reyes Financial Architecture Inc.
● SEC registered since 2022CRD 153194SEC# 801-125730San Diego, CA
Reg. AUM
$196.2M
Employees
5
Accounts
170
Location
San Diego, CA
Reyes Financial Architecture Inc. assets under management
Reyes Financial Architecture Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2022. It reports $196.2 million in regulatory assets under management and employs 5 people.
Reyes Financial Architecture Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Ann Reyes Control | President/Chief Financial Officer/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Reyes Financial Architecture Inc. manage?
Reyes Financial Architecture Inc. reports $196.2 million in regulatory assets under management on its Form ADV.
How many employees does Reyes Financial Architecture Inc. have?
Reyes Financial Architecture Inc. reports 5 employees.
Where is Reyes Financial Architecture Inc. located?
Reyes Financial Architecture Inc. is based in San Diego, CA and has been SEC-registered since 2022.
Does Reyes Financial Architecture Inc. disclose fund performance?
Reyes Financial Architecture Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4660 la Jolla Village Drive, Suite 725, San Diego, CA 92122 |
| Phone | 858-597-1966 |
| Fax | 858-240-5408 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196.2M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$196.2Mregulatory AUM
Discretionary $196.2M