REASON FINANCIAL
CRD #133658 SEC #801-113975 SAN DIEGO, CA 858-483-7500
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
26
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $138M | $138M | $0 | 5 | 26 |
| Apr 2020 | $138M | $138M | $0 | 5 | 26 |
| Feb 2020 | $138M | $138M | $0 | 5 | 26 |
| Mar 2019 | $121.4M | $118.9M | $2.5M | 7 | 9 |
| Dec 2018 | $112M | $110M | $2M | 4 | 4 |
| Aug 2018 | $112M | $110M | $2M | 4 | 4 |
| Jul 2012 | $41.5M | $41.5M | $0 | 1 | 26 |
| May 2012 | $41.5M | $41.5M | $0 | 1 | 26 |
| Mar 2012 | $41.5M | $41.5M | $0 | 1 | 26 |
| Jan 2012 | $41.5M | $41.5M | $0 | 1 | 26 |
| Jan 2011 | $35.8M | $35.8M | $0 | 5 | -- |
| Dec 2007 | $41.5M | $31.9M | $9.6M | 5 | -- |
| Mar 2006 | $38.6M | $28.4M | $10.2M | 5 | -- |
| Feb 2005 | $34.9M | $25M | $9.9M | 5 | -- |
DateJun 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees5
Clients26
DateApr 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees5
Clients26
DateFeb 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees5
Clients26
DateMar 2019
Total AUM$121.4M
Discretionary$118.9M
Non-Disc.$2.5M
Employees7
Clients9
DateDec 2018
Total AUM$112M
Discretionary$110M
Non-Disc.$2M
Employees4
Clients4
DateAug 2018
Total AUM$112M
Discretionary$110M
Non-Disc.$2M
Employees4
Clients4
DateJul 2012
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2011
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$41.5M
Discretionary$31.9M
Non-Disc.$9.6M
Employees5
Clients--
DateMar 2006
Total AUM$38.6M
Discretionary$28.4M
Non-Disc.$10.2M
Employees5
Clients--
DateFeb 2005
Total AUM$34.9M
Discretionary$25M
Non-Disc.$9.9M
Employees5
Clients--