Unclaimed Profile

James Everett Reinhart

REINHART PARTNERS, LLC·MEQUON, Wisconsin

Series 3, Series 7, Series 8, Series 24, Series 63, Series 65Clean record35 years registeredREINHART PARTNERS, LLC

11090 N. WESTON DRIVE, MEQUON, WI 53092CRD# 704963Firm CRD# 106432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Everett Reinhart · MEQUON, WI

Registration

CRD #704963 · REINHART PARTNERS, LLC · 35 years registered

Brand Profile

Not yet started

Career History

REINHART PARTNERS, LLC

May 1991 – present

REINHART CAPITAL MANAGEMENT, INC.

May 1998 – Dec 2004

MEQUON, WI

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · May 1, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REINHART PARTNERS, LLC

CRD 106432 · SEC 801-40278

AUM

$1.8B

Regulatory assets under management

Employees

277 client accounts

Services offered by REINHART PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at REINHART PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Everett Reinhart offer?

James Everett Reinhart specializes in Investment Management, Wealth Management. Contact their office in MEQUON, Wisconsin for a consultation.

What are James Everett Reinhart's credentials?

James Everett Reinhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Everett Reinhart located?

James Everett Reinhart is based in MEQUON, Wisconsin, working with REINHART PARTNERS, LLC. Their office serves clients in the MEQUON metropolitan area and surrounding communities.

How does James Everett Reinhart charge for services?

James Everett Reinhart's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REINHART PARTNERS, LLC?

REINHART PARTNERS, LLC has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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