Reef Resources, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Seattle, Washington
CRD number
133646
Registered since
June 7, 2005

Firm profile

FINTRX

Overview

Reef Resources, LLC is a limited liability company that has been SEC-registered since 2005. Public filings and the FINTRX snapshot provide very little detail about the firm’s business model or advisory activities: its classification is listed as "Unclassified," owner type is "Individual," and several adviser attributes are marked negative (not a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser). There are no descriptive entries for fee structures, client base, or core business activities, which limits what can be inferred about how the firm positions itself in the wealth-management market.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Jeffrey Feinglas

    COOCRD 4618380

  • Ferrell Daste

    Ferrell Daste

    Independent ContractorCRD 1423614

Contacts

1 of 1
  • Andrew Myers

    Andrew Myers

    FounderCRD 4698288

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
140 Lakeside Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth