Walter J. Reyna, Inc. (Mcallen)

Name: Walter J. Reyna, Inc.
Address: 5315 N. Mccoll, Mcallen, TX, 78504
Telephone: 956-682-4196

Walter J. Reyna, Inc. is an adviser based in Mcallen. It manages $27.6 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

Walter J. Reyna provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Walter J. Reyna: assets under management

The assets under management (AUM) of Walter J. Reyna, Inc. is $27.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Walter J. Reyna, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Walter J. Reyna, Inc.

Walter James Reyna has been acting as President since 1 Jul 1984. James Anthony Reyna joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Walter James Reyna	President/chief compliance officer	1 Jul 1984	75% - 100%	1323478
Magda Reyna	Secretary	1 Jul 1984	Other	5207580
Magda Chapa Reyna	Secretary	1 Jul 1984	Other	5207580
James Anthony Reyna	Vice president	1 Jan 2005	Other	2809453

Based in Mcallen

The principal office where Walter J. Reyna, Inc. performs its advisory services is located at 5315 N. Mccoll, Mcallen, TX 78504, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 956-682-4196 or by fax 956-682-4931. The normal business hours are 8:30 a.m. 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.reynafinancial.com.