CRD: 133632
Reinhart Asset Management LLC
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-18-2005
- Office Locations
- 1
Office Locations
-- Toledo OH
About Reinhart Asset Management LLC
Reinhart Asset Management LLC is a Toledo, OH boutique RIA serving retail clients with discretionary portfolio management and portfolio construction. Portfolios are primarily ETF-based (with some cash and mutual funds as applicable) and custodied at Charles Schwab.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$160.1K AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEN EUGENE REINHART
Chief Compliance Officer, General Partner
- CRD
- #2494630
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,882,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,882,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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