Reichel Management Company LLC

RIASEC Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$3M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
325495
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Reichel Management Company LLC is a small, independent registered investment adviser structured as an LLC that serves individual and family clients. The firm focuses on straightforward portfolio management and financial planning for individuals and small businesses. Its investment approach emphasizes publicly traded pooled vehicles—chiefly mutual funds—for core exposure, while maintaining discretionary control over client accounts. The firm does not present itself as a specialist in ESG strategies, pension consulting, or as a multi-state advisory network; it operates with a narrow client focus and a simple service set. Fee arrangements include a percentage-of-AUM component and hourly billing for planning work. Advisory activity is centered on personalized financial planning and portfolio management rather than institutional or large-scale capital allocation. The firm reports a very small client base, which supports a hands-on, client-specific service model rather than standardized mass-market solutions.

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

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 3%, Exchange Traded Equities 1%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • Frank Reichel

    Frank Reichel

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 4535230

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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