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NEYREY, RENE' J.
CRD 126578
3000 GULF TO BAY BLVD., SUITE 501, CLEARWATER, FL, 33759, United States
Phone
727-791-3060
Fax
727-725-7588
Registration
— (—)
Source
State registered
Total AUM
$7.4M
Discretionary AUM
$7.4M
Team
1 total employees; 1 advisory reps; 18 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2025-03-08
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $317K |
| High net worth individuals | 4 | $6.6M |
| Pension/profit sharing plans | 3 | $529K |
Official SEC filing: View on IAPD