DAVID S REINDERS
DAVID S REINDERS, INC. Legal Name
Adviser information for DAVID S REINDERS last updated from Form ADV on April 6th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 613 | $105.2M |
| Non-Discretionary | 0 | $0 |
| Total | 613 | $105.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 208 | $59.3M |
| HNW Individuals | 29 | $41.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.0M |
| Charitable organizations | <5 | $1.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $496,609 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118156 |
|---|---|
| SEC ERA File Number | 801-118156 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 143703 |
| Legal Entity Identifier | None |
Principal Office
27433 TOURNEY ROADSUITE 250
VALENCIA
CA
United States
Monday - Friday, 8:30 AM - 5 PM
Tel: 661-222-2331, Fax: 661-222-9291
Websites
Chief Compliance Officer
DENISE EVANS
CCO
655 NORTH CENTRAL AVENUE
17TH FLOOR
GLENDALE
CA
United States
Tel:
818-649-9440
D*****@*********************M
(Full email address available in API data)
Regulatory Contact
DAVID S. REINDERS
PRESIDENT
27433 TOURNEY ROAD
SUITE 250
VALENCIA
CA
United States
Tel:
661-222-2331
Fax:
661-222-9291
D********@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REINDERS, DAVID, S | Individual | – | PRESIDENT | 02/2007 | 50-75% |
| REINDERS, ANNE, LORENZ | Individual | – | OWNER | 04/2007 | 50-75% |
| EVANS, DENISE, MARIE | Individual | – | CCO | 08/2021 | < 5% |