Overview
Assets Under Management: $307 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,150
Discretionary Accounts: 1,150
Regulatory Filings
CRD Number: 112179
Last Filing Date: 2024-10-01 00:00:00
Website: https://reed-financial.com