Reilly Financial Advisors LLC
Legal Name: REILLY FINANCIAL ADVISORS LLC
Full Contact Details
Reilly Financial Advisors LLC
7777 ALVARADO ROAD, SUITE 116, LA MESA, CA
619-698-0794
619-698-7260
Other Info
Reilly Financial Advisors LLC, a California-based Limited Liability Company, has a team of 36 employees, with 19 dedicated to providing advisory services. With an impressive client base of 61, the firm has been approved by the U.S. Securities and Exchange Commission since its registration on July 27, 1999.
Reilly Financial Advisors has Joined Creative Planning
Reilly Financial Advisors is proud to have joined Creative Planning, one of the top independent wealth management firms in America.
Wealth Building - RFA Wealth Management
Reilly Financial Advisors has joined Creative Planning. Visit CreativePlanning.com Important Disclosures Website Disclosure ADV Part 2A Privacy Notice Form CRS Weekly Market Update Economic Month in Review Chat My Account Search Contact Us What We Do Wealth Management Investment Management Relations…
Wealth Legacy - RFA Wealth Management
Reilly Financial Advisors has joined Creative Planning. Visit CreativePlanning.com Important Disclosures Website Disclosure ADV Part 2A Privacy Notice Form CRS Weekly Market Update Economic Month in Review Chat My Account Search Contact Us What We Do Wealth Management Investment Management Relations…
Retirement Services | Creative Planning
We provide investment advisory and fiduciary responsibilities for retirement plan sponsors and businesses.
Creative Planning International
An international investment management and financial planning firm serving cross-border investors and Americans abroad.
Reilly Financial Advisors has Joined Creative Planning
Reilly Financial Advisors is proud to have joined Creative Planning, one of the top independent wealth management firms in America.
Direct Owners
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DONALD F. REILLY AND MARY ANN REILLY TRUST
MEMBER owns less than 5%
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DONALD FRANK REILLY
CHAIRMAN owns less than 5%
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DOUGLAS FRANK REILLY
PRESIDENT / PORTFOLIO MANAGER CHIEF COMPLIANCE OFFICER owns less than 5%
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FRANK AND GINA REILLY FAMILY TRUST
MEMBER owns more than 50% but less than 75%
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REILLY 2015 IRREVOCABLE TRUST
MANAGING MEMBER owns more than 25% but less than 50%
Indirect Owners
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GINA GABRIELLE BUONO
TRUSTEE owns more than 50% but less than 75%
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MARY ANN REILLY
TRUSTEE