Reinoso Asset Management, Inc. (New York)

Reinoso Asset Management, Inc. is a large advisory firm based in New York. It manages $164.95 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2002.

Reinoso Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Reinoso Asset Management: assets under management

The assets under management (AUM) of Reinoso Asset Management, Inc. is $164.95 million. The firm's AUM has grown by 293% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $163.46 million in discretionary accounts and $1.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.54 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Reinoso Asset Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Reinoso Asset Management, Inc.

Edward John Reinoso has been acting as President since 1 Dec 1989. William Heath Napier joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward John Reinoso	President	1 Dec 1989	75% - 100%	373738
William Heath Napier	Principal	1 Jun 1999	Other	1499865
William Heath Napier	Vice president	1 Dec 2003	Other	1499865

Based in New York

The principal office where Reinoso Asset Management, Inc. performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.