Investment adviser · CRD 143703

DAVID S REINDERS

Investment adviser filing (IA)

DAVID S REINDERS, INC.

VALENCIA, CA, United States · Form ADV filed Apr 6, 2023

Regulatory AUM
$105M
Form ADV · Item 5.F
Client accounts
613
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals208$59,300,45456.4%
High-net-worth individuals29$41,550,32239.5%
Retirement plansFewer than 5$2,035,4661.9%
CharitiesFewer than 5$1,826,2881.7%
Other clientsFewer than 5$496,6090.5%
Filing source

Form ADV 1750480 · Apr 6, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 6, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

27433 TOURNEY ROAD, SUITE 250
VALENCIA, CA, 91355, United States

CRD 143703

Filing source

Form ADV 1750480 · Apr 6, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.