Reale Managed Assets, Inc.

RIASEC Registered
Total AUM
$22.9M
Discretionary
$22.9M
100% of AUM
Avg account
$160K
Accounts
143
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
128226
Fee structure
Percentage of AUM
Client types
  • Individuals67.29%
  • HNWI32.71%
Services
Market Timing Services

Firm profile

FINTRX

Overview

Reale Managed Assets, Inc. is a corporation organized as a non-independent retail registered investment advisor owned by an individual. The firm serves individual and family clients on a percentage-of-AUM fee basis and also operates as a registered representative of a broker-dealer and as an insurance broker. Advisory activities listed include market-timing services. The firm does not identify as an active ESG investor, is not presented as a capital allocator, and is not reported as a multi-state or related adviser.

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

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • James Reale

    PresidentCRD 1779662

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth