Reflection Asset Management
Reflection Asset Management is an SEC-registered ria with $228.9M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Reflection Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306663, SEC 801-119521, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $228.9M (2026-03-31)
- Firm type
- Ria
- Employees
- 3
- Clients
- 70
- CRD
- 306663
- Ownership
- BRITTON, JASON, T; Wynne, Katherine; SWENDIMAN, MATTHEW, ASHLEY; MASON, DENNIS, RICHARD
How much AUM does Reflection Asset Management have?
Reflection Asset Management reported $228.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Reflection Asset Management?
Disclosed owners and executives of Reflection Asset Management include BRITTON, JASON, T, Wynne, Katherine, SWENDIMAN, MATTHEW, ASHLEY, MASON, DENNIS, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.