Investment adviser · CRD 110315
REILLY FINANCIAL ADVISORS
Investment adviser filing (IA)
REILLY FINANCIAL ADVISORS LLC
LA MESA, CA, United States · Form ADV filed Nov 11, 2021
- Regulatory AUM
- $2.21B Form ADV · Item 5.F
- Client accounts
- 1,239 Accounts, not individual clients
- Employees
- 43 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 577 | $1,612,075,507 | 73.1% |
| Individuals | 662 | $593,937,180 | 26.9% |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1576478 · Nov 11, 2021 · 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 fundsThe 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: Nov 11, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7777 ALVARADO ROAD, SUITE 116LA MESA, CA, 91942, United States
CRD 110315
Filing source
Form ADV 1576478 · Nov 11, 2021 · 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.