Reed Financial Services, Inc.

RIASEC Registered

Total AUM

$389M

Discretionary

$389M

100% of AUM

Avg account

$333K

Accounts

1,166

Employees

Advisory reps

Firm details

Headquarters: Cleveland, Ohio
CRD number: 112179
Registered since: August 17, 1989
Website: reed-financial.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI75.36%
Individuals20.96%
Pension & Profit Sharing Plans3.66%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Reed Financial Services, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1989. The firm combines advisory services with insurance brokerage capabilities, serving both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and commissions. The firm’s investment orientation appears centered on public funds and model-based portfolio management rather than acting as a direct allocator to proprietary private strategies. Reed maintains a relationship with custodial platforms to service client assets and blends planning, portfolio management, and insurance solutions for clientele across a mix of account types.