$103.4M Total AUM
$103.4M Disc. AUM
-10.9% 3Y CAGR
1 Employees
101 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-20-2013
- Office Locations
- 1
Office Locations
5786 Midland RD Freeland MI
About Reitz Capital Advisors LLC
Reitz Capital Advisors LLC is a family-owned, independent RIA in Freeland, MI providing holistic financial planning and discretionary investment management for individuals and families, including retirement and education planning and insurance needs. Portfolios lean heavily on ETFs, with Schwab as a primary custodian, and the firm emphasizes a transparent fee structure.
Team overview
39 AVG AGE
$103.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARK JOSEPH REITZ
Advisor, Chief Compliance Officer
- CRD
- #5101409
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,411,751 | $411,999 |
| Non-Discretionary | $0 | -- |
| Total | $103,411,751 | $411,999 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing