Drew
Reid
Valterra Partners LLC
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About this Advisor
Drew Reid is a financial advisor based in Austin, Texas, working with Valterra Partners LLC. Drew has previously held positions at Macquarie Securities (Usa) Inc and Valterra Partners LLC. Drew has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Drew is part of Valterra Partners LLC, which operates out of Austin, Texas. The firm has 10 employees and manages assets totaling $204.1 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Valterra Partners LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Fee Structure
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Valterra Partners LLC Brokerage Details
$204,060,200
10
5
$40,812,040
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Drew Reid Work History
Valterra Partners LLC
Macquarie Securities (Usa) Inc
Disclosures
Please visit the SEC profile of Drew Reid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valterra Partners LLC
Austin, TX
Austin, TX
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