Overview
Assets Under Management: $307 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Frequently Asked Questions
JAMES REED FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112179), JAMES REED FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
JAMES REED FINANCIAL SERVICES, INC. is headquartered in CLEVELAND, OH.
JAMES REED FINANCIAL SERVICES, INC. serves 120 high-net-worth clients according to their SEC filing dated October 01, 2024. View client details ↓
According to their SEC Form ADV, JAMES REED FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
JAMES REED FINANCIAL SERVICES, INC. manages $307 million in client assets according to their SEC filing dated October 01, 2024.
According to their SEC Form ADV, JAMES REED FINANCIAL SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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