Reif Portfolio Management

RIASEC Registered
Total AUM
$33.5M
Discretionary
$33.5M
100% of AUM
Avg account
$2.1M
Accounts
16
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
329022
Custodians
CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC., FIDELITY DISTRIBUTORS COMPANY LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses63.28%
  • HNWI25.68%
  • Individuals11.04%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Reif Portfolio Management is a small, privately held limited liability advisory firm that manages discretionary portfolios for individual and family clients and provides selection of other advisers. The firm charges fees based on a percentage of assets under management and acts as a capital allocator, blending third‑party fund relationships with separately managed account structures. Its reported activity shows a clear tilt toward pooled public funds—primarily mutual funds—while also allocating to a broad set of private and alternative strategies. The firm is not identified as an active ESG investor and is not registered as a multi‑state adviser. Reif Portfolio Management appears to rely on external managers when implementing alternatives and specialized exposures. That selection‑of‑other‑advisers role suggests the firm conducts manager due diligence and constructs access to private funds and private placements rather than running those strategies in‑house.

Assets & Accounts

Public Holdings

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 53%, Exchange Traded Equities 32%, State & Local Bonds 9%, Non-Exchange Traded Equities 3%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities32%
  • State & Local Bonds9%
  • Non-Exchange Traded Equities3%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Sandra Reif

    Sandra Reif

    Principal And Chief Compliance OfficerCRD 2797499

Contacts

1 of 1
  • Jametriss Faggett

    Registered Financial ProfessionalCRD 8086916

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth