REACH MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
293969
Registered since
March 21, 2018

Firm profile

FINTRX

Overview

Reach Management, LLC is an LLC that registered with the SEC in 2018. The firm is organized by an individual owner and is structured to sponsor and operate pooled investment vehicles — acting as sponsor, general partner and managing member for those funds. The firm is not identified as a capital allocator to third‑party managers, is not a multi‑state adviser, and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • WAYEE CHU

    Co-Founder & PartnerCRD 2917002

  • Jennifer Carolan

    Co-Founder & PartnerCRD 6629729

  • Esteban Sosnik

    Co-Founder & PartnerCRD 6629732

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
474 Bryant St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth