React Investment Solutions, LLC is a large advisory firm based in Los Gatos. It manages $317.56 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Indiana.
React Investment Solutions provides selection of other advisers and back office assistance and reporting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of React Investment Solutions, LLC is $317.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay React Investment Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of React Investment Solutions is other investment advisers with 3 clients and $317.56 million of assets under management. Among the 10 most similar advisory firms, React Investment Solutions has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $317.56 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
React Investment Solutions doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where React Investment Solutions, LLC performs its advisory services is located at 459 Monterey Avenue, Los Gatos, CA 95030, which is also the mailing address of the firm. An additional office of the firm is in Fortville, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 408-399-6330 or by fax 408-399-6333. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at reactinvestmentsolutions.com.