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Chad David Decoursey

REEF INVESTMENT MANAGEMENT LLC·LEHI, Utah
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2600 N ASHTON BLVD., LEHI, UT 84043CRD# 7950036Firm CRD# 309186
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
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
No disclosures on file
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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Nearby cities in Utah
SALT LAKE CITY (358)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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