CRD: 324781
Reaching Upward Financial Solutions LLC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2023
- Office Locations
- 1
Office Locations
About Reaching Upward Financial Solutions LLC
Reaching Upward Financial Solutions LLC is a Dayton, OH-based, retail-focused RIA (launched in 2023) providing financial planning and investment planning, including portfolio construction and insurance/life insurance solutions. Its approach emphasizes asset allocation primarily via public funds (e.g., mutual funds), with fixed income and real estate themes, and it custodies through platforms including Altruist.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOEY KEITH ALLEN
Chief Compliance Officer, Owner, Vice President
- CRD
- #7683896
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,220 | -- |
| Non-Discretionary | $0 | -- |
| Total | $304,220 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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