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WALTER J. REYNA, INC.
CRD 141173 · SEC 801-67118
5315 N. MCCOLL, MCALLEN, TX, 78504, United States
Phone
956-682-4196
Fax
956-682-4931
Registration
— (—)
Source
State registered
Total AUM
$74.8M
Discretionary AUM
$74.8M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2024-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 288 | $29.8M |
| High net worth individuals | 25 | $45.0M |
All web addresses on file
Official SEC filing: View on IAPD