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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-04-2014
- Office Locations
- 1
Office Locations
About REI Wealth Management
REI Wealth Management (Tampa, FL) delivers personalized wealth management and financial planning, building customized investment strategies for individuals and families as well as business owners, executives, and select institutional clients (e.g., endowments and nonprofits). Portfolios commonly use ETFs alongside fixed income. The firm operates on the Raymond James platform and publishes regular market and economic commentary.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RAYMOND EUGENE IFERT
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #4362205
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,475,896 | $2,516,541 |
| Non-Discretionary | $48,347,770 | $48,347,770 |
| Total | $196,823,666 | $3,280,394 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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