Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$125.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lorianne is a licensed realtor, earning commissions from residential sales and leases.

Employment History
Current Registrations
Red Reef Advisors LLC
May 2025 - Present · 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.