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Chad David Decoursey

REEF INVESTMENT MANAGEMENT LLC·LEHI, Utah
Clean recordREEF INVESTMENT MANAGEMENT LLC
2600 N ASHTON BLVD., LEHI, UT 84043CRD# 7950036Firm CRD# 309186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad David Decoursey · LEHI, UT
Registration
CRD #7950036 · REEF INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Chad David Decoursey is a registered financial advisor based in LEHI, Utah, affiliated with REEF INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
REEF INVESTMENT MANAGEMENT LLC
REEF INVESTMENT MANAGEMENT LLC
AUM
$113M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at REEF INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7950036
Firm CRD# 309186
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad David Decoursey offer?
Chad David Decoursey specializes in Retirement Planning. Contact their office in LEHI, Utah for a consultation.
What are Chad David Decoursey's credentials?
Chad David Decoursey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad David Decoursey located?
Chad David Decoursey is based in LEHI, Utah, working with REEF INVESTMENT MANAGEMENT LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Chad David Decoursey charge for services?
Chad David Decoursey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REEF INVESTMENT MANAGEMENT LLC?
REEF INVESTMENT MANAGEMENT LLC has approximately 11 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REEF INVESTMENT MANAGEMENT LLC

Kyle Andrew Hutchins
LEHI, UT

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