Rreef America L.L.C
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Overview
Rreef America L.L.C operates as a financial advisor firm that has its headquarters in Chicago, Illinois. It manages $46.5 billion in assets under management across 126 client accounts, placing it among the largest firms in the nation by assets under management (AUM). It has a large team, including 134 financial advisors. Rreef America L.L.C is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as stocks, options and bonds.
Rreef America L.L.C manages all of its client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices without needing client authorization. The company oversees an average of $368.9 million for each customer account. The typical financial advisor at Rreef America L.L.C oversees fewer than one client account, placing it among the most personalized firms in the country.
The company's central office is at 222 S. Riverside Plaza, Chicago, Illinois 60606. The company is legally permitted to serve investors throughout 10 states, including California, Georgia, Idaho, Illinois, Maryland, Massachusetts, New York, Pennsylvania, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rreef America L.L.C by the Numbers
$46.5 billion
144
126
$368.9 million
Products and Services
Rreef America L.L.C offers a number of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Rreef America L.L.C is engaged in selling products or offering services apart from investment advisory services to its clients. Rreef America L.L.C is affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely vary depending on which services are offered. Fee types billed by the company can be comprised of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Rreef America L.L.C.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
Rreef America L.L.C manages money for a broad range of customers. The firm provides services to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds, corporations and other. Out of its 126 clients, Rreef America L.L.C's largest client group by number of accounts is pooled investment vehicles. About 62% of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 99.21%
- Charitable Organizations - 0.79%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rreef America L.L.C does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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