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Mark Joseph Reitz

REITZ CAPITAL ADVISORS LLC·FREELAND, Michigan
Clean recordREITZ CAPITAL ADVISORS LLC
5786 MIDLAND RD, FREELAND, MI 48623CRD# 5101409Firm CRD# 167088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Joseph Reitz · FREELAND, MI
Registration
CRD #5101409 · REITZ CAPITAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Joseph Reitz is a registered financial advisor based in FREELAND, Michigan, affiliated with REITZ CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
REITZ CAPITAL ADVISORS LLC
REITZ CAPITAL ADVISORS LLC
AUM
$91M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at REITZ CAPITAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5101409
Firm CRD# 167088
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Joseph Reitz offer?
Mark Joseph Reitz specializes in Financial Planning, Investment Management. Contact their office in FREELAND, Michigan for a consultation.
What are Mark Joseph Reitz's credentials?
Mark Joseph Reitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Joseph Reitz located?
Mark Joseph Reitz is based in FREELAND, Michigan, working with REITZ CAPITAL ADVISORS LLC. Their office serves clients in the FREELAND metropolitan area and surrounding communities.
How does Mark Joseph Reitz charge for services?
Mark Joseph Reitz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REITZ CAPITAL ADVISORS LLC?
REITZ CAPITAL ADVISORS LLC has approximately 2 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
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