David S. Reinders Cfp, Inc. (Stevenson Ranch)

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.

David S. Reinders Cfp: assets under management

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 firm manages $34.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.31 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at David S. Reinders Cfp, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David S Reinders	President	1 Feb 2007	75% - 100%	2307652
Anne Lorenz Reinders	Owner	1 Apr 2007	50% - 75%	6052288
Elgonde Magdalena Scheffy	Chief compliance officer	1 Jan 2010	Other	1009038

Based in Stevenson Ranch

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.