REITZ CAPITAL ADVISORS LLC

HTTP://WWW.REITZFG.COM FREELAND, MI Investment Advisor How do I update this listing?

Reitz Capital Advisors is based out of Freeland. Reitz Capital Advisors is a large advisory firm with 263 clients and discretionary assets under management (AUM) of $108,212,051 (Form ADV from 2019-01-24). Their last reported 13F filing for Q4 2018 included $82,728,000 in managed 13F securities and a top 10 holdings concentration of 72.91%. Reitz Capital Advisors's largest holding is Schwab U.S. Large-Cap Growth ETF with shares held of 226,168. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

REITZ CAPITAL ADVISORS LLC
5786 MIDLAND RD
FREELAND MI    48623
Country: United States

Business Phone: (989) 791-3693
Fax: AVAIL ON REQUEST
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MI
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 44,768,800
Total Number of Clients: 263
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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