D
CRD: 168714
Deak Reynolds Company
Lexington Park, MD
2409253061
$26.9M Total AUM
$26.9M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2014
- Office Locations
- 1
Office Locations
-- Lexington Park MD
About Deak Reynolds Company
Deak Reynolds Company is a Lexington Park-based RIA. The firm has been operating for 12 years. Managing $26.9M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$26.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
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Asset Classes
Frontier peak Summit
Client Personas
Timber
Investment Themes
Vital
Investment Vehicles
Bridge
Services
Zenith horizon Eagle meridian Meridian Value
Owner & Executives
E
EDWARD KIM REYNOLDS
Investment Advisor
- CRD
- #4546405
- Ownership
- 75% or more
(732) 498-1712
pioneer.catalyst@bridgecapital.com
in linkedin.com/in/harbor-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,948,833 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,948,833 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,948,833
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,576,880,566 | 100.0% |
| Total | $5,576,880,566 | 100.0% |