REYES FINANCIAL ARCHITECTURE INC.
CRD #153194 SEC #801-125730 SAN DIEGO, CA 858-597-1966
SEC Registered
Total AUM
$156.8M
Discretionary
$156.8M
Employees
5
Clients
51
Accounts
485
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REYES, JULIE, ANN | I | PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| REYES, JULIE, ANN | I | PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| REYES, JULIE, ANN | I | PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| REYES, JULIE, ANN | I | PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| REYES, JULIE, ANN | I | PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| REYES, JULIE, ANN | I | PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| REYES, JULIE, ANN | I | PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (3)
CA FL TX
Address
4660 LA JOLLA VILLAGE DRIVESUITE 725
SAN DIEGO, CA 92122
United States
Phone: 858-597-1966