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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-14-2023
- Office Locations
- 1
Office Locations
About Reichel Management Company LLC
Reichel Management Company LLC is a founder-led RIA in Jackson, WY (website currently “coming soon”) providing financial planning, estate planning, and portfolio management for retail clients, with an emphasis on entrepreneurs. The firm focuses on asset allocation and risk management across mutual funds and exposures including fixed income, real estate, and alternatives, and works with Charles Schwab & Co. and Jackson National Life.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANK HARTRANFT REICHEL III
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4535230
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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