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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-1984
- Office Locations
- 1
Office Locations
About Walter J. Reyna, Inc.
WALTER J. REYNA, INC. is a McAllen, TX registered investment adviser providing active, risk-adjusted portfolio management and financial planning, with insurance and estate/college planning support. The firm seeks global opportunities and primarily implements portfolios using ETFs alongside investment-grade corporate bonds and cash. Clients have direct, responsive access to a fiduciary advisor; custody includes Charles Schwab.
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Owner & Executives
JAMES ANTHONY REYNA
Life Insurance Agent, President
- CRD
- #2809453
- Ownership
- 50% but less than 75%
WALTER JAMES REYNA
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #1323478
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MICHAEL P CUTBIRTH
--
- CRD
- #2635216
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,760,000 | $98,571 |
| Non-Discretionary | $0 | -- |
| Total | $74,760,000 | $98,571 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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