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REFLECTION ASSET MANAGEMENT
REFLECTION ASSET MANAGEMENT, LLC
CRD 306663 · SEC 801-119521
CA, United States
Phone
617-584-4042
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.9M
Discretionary AUM
$228.9M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $113.9M |
| Investment companies | 2 | $115.0M |
States served
CA, CO, NV, SC
All web addresses on file
- https://wmnomics.com/
- https://www.instagram.com/wmnomics/
- https://www.linkedin.com/company/wmnomics/
- https://www.facebook.com/people/WMNomics/100089439481842/
- http://www.harborridgeinv.com/
- https://www.linkedin.com/company/reflection-asset-management/
- https://twitter.com/ram_investment?lang=en
- http://www.reflectionam.com
Official SEC filing: View on IAPD