Kyle A. Hutchins

REEF INVESTMENT MANAGEMENT LLC

Lehi, UT 84043

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CRD#: 6755624

Professional summary

Kyle Andrew Hutchins, who also goes by Kyle Hutchins, is a registered financial advisor currently at REEF INVESTMENT MANAGEMENT LLC located in Lehi, Utah.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kyle has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Hutchins

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.

Reef Capital Partners LLC; Investment-Related; Alpine, UT; Private Investment Firm; Managing Director; 07/2019; 27 hrs/mo; 27 hrs/mo during securities trading hours; Duties are client services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Andrew Hutchins'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

December 21, 2020 - Present

REEF INVESTMENT MANAGEMENT LLC

Office #1: 2600 N Ashton Blvd. Suite 200, Lehi, UT 84043

RIA

CRD#: 309186

Lehi, UT

Past

February 9, 2017 - March 1, 2018

PEAK WEALTH PLANNING, LLC

RIA

CRD#: 170262

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REEF INVESTMENT MANAGEMENT LLC

CRD#: 309186 / SEC#: 801-120010

RIA

Registered Investment Advisory firm - (12/18/2020 Approved)

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

Utah
(12/21/2020)

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

REEF INVESTMENT MANAGEMENT LLC

CRD#: 309186 / SEC#: 801-120010

RIA

Registered Investment Advisory firm - (12/18/2020 Approved)

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Contact information

Main Address

2600 N Ashton Blvd. Suite 200, Lehi, UT 84043

Mailing Address

Phone number

(801) 216-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

RIM ADV PART 2A (12/20/2024)

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 151,031,282

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.

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Kyle A. Hutchins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Andrew Hutchins's CRS (Customer Relationship Summary).

Certified licenses

Experience

REEF INVESTMENT MANAGEMENT LLC

PEAK WEALTH PLANNING, LLC

Primary Firm SEC Registration

REEF INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

REEF INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REEF INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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