


Reyes Financial Architecture Revenue
Investment Management • San Diego, California, United States • 1-10 Employees
Reyes Financial Architecture revenue & valuation
| Annual revenue | $8,385,688 |
| Revenue per employee | $932,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $26,900,000 |
| Total funding | No funding |
Key Contacts at Reyes Financial Architecture
David Reyes
Founder Chief Investment Officer
Teresita Leon
Director Financiero De La Sociedad
Company overview
| Headquarters | 4660 La Jolla Village Drive, Suite 725, San Diego, California 92122, US |
| Phone number | +18585971966 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Financial Planning Services, Investment Management Services, Pension Design And Planning, Roth Conversion Strategies |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Reyes Financial Architecture Email Formats
Reyes Financial Architecture uses 2 email formats. The most common is {first initial} (e.g., j@reyesplan.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@reyesplan.com | 87.5% |
{first name} | john@reyesplan.com | 12.5% |
About Reyes Financial Architecture
Reyes Financial Architecture is an SEC Registered Investment Fiduciary Advisory Firm whose primary goal is to support, assist and advise clients in the planning of their retirement. Reyes Financial Architecture specializes in retirement planning, retirement income planning, social security and portfolio risk management strategies. Working in collaboration with CPA’s, estate planning attorneys and other advisors, we ensure that all planning is not only implemented but also integrated. This collaborative team approach seeks to ensure the highest probability of success. We manage portfolios against the potential of long term destruction of capital, the creation of positive returns becomes a byproduct of this effort. -David Reyes
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Reyes Financial Architecture has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Reyes Financial Architecture has never raised funding before.
Reyes Financial Architecture Tech Stack
Discover the technologies and tools that power Reyes Financial Architecture's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Caching
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Frequently asked questions
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