R
$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2004
- Office Locations
- 1
Office Locations
-- Germantown TN
About Reeser Advisory Services Inc.
Reeser Advisory Services Inc. is a Germantown-based RIA. The firm has been operating for 22 years. Managing $28.9M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$14.5M AVG AUM / ADVISOR
$803.6K AVG AUM / CLIENT
15 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM SCOTT REESER
President
- CRD
- #713229
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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E
EARL CHRISTIAN REESER
--
- CRD
- #5885847
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,931,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,931,400 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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