David S. Reinders Cfp, Inc. is an adviser based in Stevenson Ranch. It manages $34.48 million of regulatory assets for 222 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.
David S. Reinders Cfp provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of David S. Reinders Cfp, Inc. is $34.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% 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 David S. Reinders Cfp, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
David S. Reinders Cfp, Inc. is owned by Anne Lorenz Reinders. David S Reinders has been acting as President since 1 Feb 2007. Elgonde Magdalena Scheffy joined the executive team most recently as the Chief Compliance Officer.
The principal office where David S. Reinders Cfp, Inc. performs its advisory services is located at 25129 The Old Road, Stevenson Ranch, CA 91381 2293, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 661-222-2331 or by fax 661-222-9291. The normal business hours are 8:30 am - 5 pm on Monday - Friday.