Perry D. Reed & Company, P.C.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
8
Advisory reps
1

Firm details

Headquarters
Longview, Texas
CRD number
114282
Fee structure
Other

Firm profile

FINTRX

Overview

Perry D. Reed & Company, P.C. is organized as a corporation and is described primarily as an accounting practice rather than a traditional investment advisory firm. The firm is owned by an individual and is categorized as "Unclassified" in the available snapshot. The record indicates Perry D. Reed & Company, P.C. does not serve as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser. Its listed fee structure is "Other," and there are no details provided about ongoing advisory activities or a defined client base.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Perry Reed

    Perry Reed

    President And CEOCRD 4436047

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Longview, TX

Gregg

Location

Longview, TX

Headquartered in Longview, TX, in the South of the United States.

Region
South
County
Gregg
Address
1223 Judson Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth