Red Reef Advisors LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 174748
- Registered since
- May 13, 2025
- Website
- www.redreefadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.98%
- Individuals11.8%
- Pension & Profit Sharing Plans10.87%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Red Reef Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Red Reef does not present itself as an active ESG investor and is not set up as a multi-state adviser or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities37%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Private Funds1%
Contacts
3 of 3
Jesse Cordoba
Managing PartnerCRD 2320561
Lorianne Cordoba
Practice AdministratorCRD 2391478
Michael Troy
Financial AdvisorCRD 5480064
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$63.9M in ETFs
81%
$51.8M
16%
$12.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $2.2M | 9,852 | 3.38% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 150 E Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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