Kyle
Hutchins

Reef Investment Management LLC

CRD#6755624
Investment Advisor
in Lehi, UT

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About this Advisor

Kyle Hutchins is a chartered financial analyst who works in Lehi, Utah with 3 years of relevant experience. Hutchins is an advisor for Reef Investment Management LLC. Their career trajectory has included roles at Peak Wealth Planning, LLC, Sg Capital Management, Factset Research Systems, Reef Investment Management LLC and Reef Capital Partners LLC. Hutchins is registered to operate in Utah. Reef Investment Management LLC is a firm that has its headquarters in Lehi, UT. It handles $278 million in total assets across its two accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Reef Investment Management Llc offers portfolio management for pooled investment vehicles. A financial advisor's fees largely are based on the type of financial services. However, fees charged by Reef Investment Management LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Office Location

2600 N Ashton Blvd. Suite 200
Lehi, UT 84043

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Reef Investment Management LLC Brokerage Details

Total Assets Under Management

$277,555,588

UT Average: $693,624,108
Total Number of Employees

3

UT Average: 12
Total Number of Accounts

2

UT Average: 1,115
Average Account Size

$138,777,794

UT Average: $622,084

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Kyle Hutchins Work History

Kyle has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Reef Investment Management LLC

2019 - Present (5 years)

Reef Capital Partners LLC

2016 - 2019 (3 years)

Peak Wealth Planning, LLC

2014 - 2019 (5 years)

Sg Capital Management

2012 - 2014 (2 years)

Factset Research Systems

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Hutchins 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 Reef Investment Management LLC

Kyle Hutchins
Lehi, UT

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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