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REILLY FINANCIAL ADVISORS LLC
REILLY FINANCIAL ADVISORS LLC
REILLY FINANCIAL ADVISORS
LA MESA, California
·
4 registered advisors
·
CRD# 110315
SEC# 801-56721
4
619-698-0794
01
Firm Overview
AUM
$2.2B
Regulatory assets under management
Employees
43
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at REILLY FINANCIAL ADVISORS LLC
4 registered advisors
Donald Frank Reilly
LA MESA, California
CRD# 848059
Douglas Frank Reilly
LA MESA, California
CRD# 1189356
Gina Gabrielle Buono
LA MESA, California
CRD# 1453089
Mary Ann Reilly
LA MESA, California
CRD# 1515406
05
Office Locations
LA MESA, California
4 advisors
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Data sourced from SEC Form ADV filings. REILLY FINANCIAL ADVISORS LLC (CRD# 110315) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.