Reutemann Financial Solutions, Inc. is a large advisory firm based in Rockville. It manages $345.15 million of regulatory assets for 2,497 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Delaware, District of Columbia, and 16 other states.
Reutemann Financial Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Reutemann Financial Solutions, Inc. is $345.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 529% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Reutemann Financial Solutions, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Reutemann Financial Solutions is high net worth individuals with 129 clients and $172.59 million of assets under management. Among the 11 most similar advisory firms, Reutemann Financial Solutions has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $344.84 million for 1,190 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Reutemann Financial Solutions doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 72 percent of the employees work as investment advisers or researchers. 14 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Antoinette Rene Reutemann joined the executive team most recently as the Secretary.
The principal office where Reutemann Financial Solutions, Inc. performs its advisory services is located at 2273 Research Blvd, Rockville, MD 20850 3264, which is also the mailing address of the firm. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-294-7500 or by fax 301-294-7504. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at retirementplanningnc.com.