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David Alan Reif

AWM INVESTMENT COMPANY INC·NEW YORK, New York
Unclaimed Profile
SPECIAL SITUATIONS FUNDS, NEW YORK, NY 10022CRD# 4852771Firm CRD# 110346
01

About

David Alan Reif is a registered financial advisor based in NEW YORK, New York, affiliated with AWM INVESTMENT COMPANY INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AWM INVESTMENT COMPANY INC
AWM INVESTMENT COMPANY INC
AUM
$900M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at AWM INVESTMENT COMPANY INC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4852771
Firm CRD# 110346
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Alan Reif offer?
David Alan Reif specializes in Retirement Planning, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.
What are David Alan Reif's credentials?
David Alan Reif is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alan Reif located?
David Alan Reif is based in NEW YORK, New York, working with AWM INVESTMENT COMPANY INC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does David Alan Reif charge for services?
David Alan Reif's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AWM INVESTMENT COMPANY INC?
AWM INVESTMENT COMPANY INC has approximately 15 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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