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David Andrew Reich

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.·CONCORD, California
Clean recordHUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
2300 CLAYTON ROAD, SUITE 300, CONCORD, CA 94520CRD# 4787396Firm CRD# 290090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Andrew Reich · CONCORD, CA
Registration
CRD #4787396 · HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Andrew Reich is a registered financial advisor based in CONCORD, California, affiliated with HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
AUM
$692M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. →
Services
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4787396
Firm CRD# 290090
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Andrew Reich offer?
David Andrew Reich is a registered financial advisor in CONCORD, California. Contact their office for details on services offered.
What are David Andrew Reich's credentials?
David Andrew Reich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Andrew Reich located?
David Andrew Reich is based in CONCORD, California, working with HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does David Andrew Reich charge for services?
David Andrew Reich's firm is compensated through percentage of aum, other: percentage of plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.?
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. has approximately 5 employees and manages $692M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

John Merritt Albright
CONCORD, CA
Jill Christine Raymond
CONCORD, CA

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Research
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