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RED REEF ADVISORS LLC
CRD 174748 · SEC 801-132745
150 E PALMETTO PARK RD, STE 800, BOCA RATON, FL, 33432, United States
Phone
561-400-3285
Fax
561-400-3285
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.0M
Discretionary AUM
$120.3M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $15.9M |
| High net worth individuals | 43 | $103.9M |
| Pension/profit sharing plans | 2 | $14.7M |
| Charitable organizations | 2 | $469K |
States served
NY, NC, PA, FL
All web addresses on file
Official SEC filing: View on IAPD