Reilly Financial Advisors is an investment advisor in La Mesa with $2.21 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330775174
SEC advisor number
801-56721
FINRA CRD number
110315
AUM ?
$2.21 bn
(as of 11 Nov 21)
Accounts
1,239
(as of 11 Nov 21)
Employees
43
(24 investment advisory or research)
Address
Reilly Financial Advisors
7777 ALVARADO ROAD
SUITE 116
LA MESA
CA 91941
7777 ALVARADO ROAD
SUITE 116
LA MESA
CA 91941
Office hours
Monday - Friday, 8 TO 4
Phone
619-698-0794
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Reilly, Mary, Ann | Trustee | 10/1997 | |
Reilly, Donald, Frank | Trustee | 10/1997 | |
Reilly, Douglas, Frank | Trustee | 04/2001 | 50-75% |
Buono, Gina, Gabrielle | Trustee | 04/2001 | 50-75% |
Reilly, Donald, Frank | Chairman | 10/1997 | < 5% |
Reilly, Douglas, Frank | President | 09/1999 | < 5% |
Frank and Gina Reilly Family Trust | Member | 07/2005 | 50-75% |
Donald F. Reilly and Mary Ann Reilly Trust | Member | 07/2005 | < 5% |
Reilly 2015 Irrevocable Trust | Managing Member | 04/2015 | 25-50% |
Reilly, Douglas, Frank | Trustee | 04/2015 | 25-50% |
Larimore, Sonja L | Chief Compliance Officer | 06/2020 | < 5% |
Dodge, Christina M | Chief Operating Officer | 12/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
22 Apr 21
13F-HR
Quarterly holdings report by institutional manager
3 Feb 21
13F-HR
Quarterly holdings report by institutional manager
6 Nov 20
13F-HR
Quarterly holdings report by institutional manager
21 Jul 20
13F-HR
Quarterly holdings report by institutional manager
13 Apr 20
13F-HR
Quarterly holdings report by institutional manager
16 Jan 20
13F-HR
Quarterly holdings report by institutional manager
15 Oct 19