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Reinking Financial Consulting

Reinking Financial Consulting. CRD 128457

R

CRD: 128457

Reinking Financial Consulting

$62.1M Total AUM
$62.1M Disc. AUM
-- 3Y CAGR
2 Employees
83 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
10-07-2003
Office Locations
1

Office Locations

-- Eden Prairie MN

About Reinking Financial Consulting

Reinking Financial Consulting is an independent investment consulting firm providing tailored investment programs alongside financial planning (including retirement and estate planning). The firm positions its advice as fully objective and client-focused, emphasizing transparency and high service. Portfolios are primarily ETF-based, and the practice uses major custodians such as Charles Schwab.

Team overview

-- AVG AGE
$62.1M AVG AUM / ADVISOR
$747.9K AVG AUM / CLIENT
7.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

Available
Available
Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

L

LUIS RICARDO REINKING

Owner, President

CRD
#1524073
Ownership
50% but less than 75%
Available
Available
Available
S

Susan Christine Reinking

President, VICE PRESIDENT

CRD
--
Ownership
50% but less than 75%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $62,078,148 --
Non-Discretionary $0 --
Total $62,078,148 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Cash Available Available
Total Available Available

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