PERRY D. REED & COMPANY, P.C.

Overview

Perry D. Reed & Company, P.C. operates primarily as an accounting practice rather than as an investment manager. The firm is classified as a corporation with business activities listed as “Accountant.” There is no indication that the firm acts as a capital allocator or as an active portfolio manager: it is not identified as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant. Where investment-related work exists, it appears ancillary to core accounting and tax services rather than a standalone wealth-management offering. Given the firm’s profile, its client-facing activity is likely focused on tax compliance, bookkeeping, and financial reporting for individuals or small businesses, with any investment advice limited or delivered on a non-discretionary, consultative basis. The firm’s fee structure is listed as “Other,” consistent with professional services billing models rather than asset-based advisory fees.

Assets & Accounts

Location & Offices