Frank H. Reichel

REICHEL MANAGEMENT COMPANY LLC

Jackson, WY

Some features on this profile are disabled

CRD#: 4535230

Professional summary

Frank Hartranft Reichel III, who also goes by Frank H Reichel III, is a registered financial advisor currently at REICHEL MANAGEMENT COMPANY LLC located in Jackson, Wyoming.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Frank has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frank H Reichel Iii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Milestone Cottage #1 LLC; Jackson, WY; Not Investment Related; Sole Member; Started 11/2021; Approximately 1 hour per month spent; Approximately 1/2 hour spent during securities trading hours; Ensure real estate taxes and bills are paid timely. Milestone Cottage #2 LLC; Jackson, WY; Not Investment Related; Sole Member; Started 11/2021; Approximately 1 hour per month spent; Approximately 1/2 hour spent during securities trading hours; Ensure real estate taxes and bills are paid timely. Milestone Cottage #3 LLC; Jackson, WY; Not Investment Related; Sole Member; Started 11/2021; Approximately 1 hour per month spent; Approximately 1/2 hour spent during securities trading hours; Ensure real estate taxes and bills are paid timely. Frank Reichel; Jackson, WY; Investment Related; Trustee (12 non-client trusts); Various started 1990-2018; Approximately 12 hours spent per month; Approximately 6 hours spent during securities trading hours; duties include distribution and investment advice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Hartranft Reichel III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 28, 2023 - Present

REICHEL MANAGEMENT COMPANY LLC

RIA

CRD#: 325495

Jackson, WY

Past

September 6, 2000 - September 30, 2021

THOMPSON SIEGEL & WALMSLEY LLC

RIA

CRD#: 105726

Jackson, WY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wyoming
(9/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

REICHEL MANAGEMENT COMPANY LLC

CRD#: 325495 / SEC#:

Wyoming

Registered Investment Advisory firm - (9/14/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Jackson, WY

Mailing Address

Phone number

(804) 306-7062

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 3,968,210

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Frank H. Reichel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Hartranft Reichel III's CRS (Customer Relationship Summary).

Certified licenses

Experience

REICHEL MANAGEMENT COMPANY LLC

THOMPSON SIEGEL & WALMSLEY LLC

State Registrations and Notice Filings

Exams

Current Firm

REICHEL MANAGEMENT COMPANY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REICHEL MANAGEMENT COMPANY LLC

TRUST BUT VERIFY

Similar Advisors