Reutemann Financial Solutions, Inc. (Rockville)

Name: Reutemann Financial Solutions, Inc.
Address: 2273 Research Blvd, Rockville, MD, 20850 3264
Telephone: 301-294-7500

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.

Reutemann Financial Solutions: assets under management

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 firm manages $345.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $138.23 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 51% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 40% of the firm’s portfolio. Investments in exchange traded securities form 7% of the total invested assets.

Fees & Commissions

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.

What kind of clients Reutemann Financial Solutions serves?

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.

Careers at Reutemann Financial Solutions, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Fleming Reutemann	Chief executive officer	1 Mar 2010	75% - 100%	374456
Valerie L Alexander	Chief financial officer/ chief compliance officer	1 Mar 2010	Other	4974892
Antoinette Rene Reutemann	Secretary	1 Dec 2012	25% - 50%	2600228

Based in Rockville

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.