N
CRD: 126578
Neyrey, Rene' J.
Clearwater, FL, 33759
7277913060
$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-12-2025
- Office Locations
- 1
Office Locations
3000 Gulf TO BAY Blvd. Suite 501 Clearwater FL
About Neyrey, Rene' J.
Neyrey, Rene' J. is a Clearwater-based RIA. The firm has been operating for 1 years. Managing $7.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$206.8K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Client Personas
Summit vertex
Investment Themes
Momentum fusion Element
Investment Vehicles
Capital timber
Services
Beacon Vital Wave
Owner & Executives
R
RENE JEROME NEYREY
Chief Compliance Officer
- CRD
- #1275009
- Ownership
- 75% or more
(247) 893-8057
vertex.matrix@deltacapital.com
in linkedin.com/in/crest-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,446,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,446,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,446,000
Private Funds:
24.7% Corporate - Investment Grade:
17.2% Equity - Exchange:
34.9% Other:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,801,123,810 | 24.7% |
| Corporate - Investment Grade | $1,254,223,867 | 17.2% |
| Equity - Exchange | $2,544,907,731 | 34.9% |
| Other | $1,691,743,821 | 23.2% |
| Total | $7,291,999,229 | 100.0% |