Reed Financial Services, Inc.
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
FINTRXOverview
Reed Financial Services, Inc. is an independent registered investment adviser operating as a corporation and SEC-registered since 1989. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting, while it also operates as an insurance broker. Reed uses multiple fee arrangements — percentage of AUM, hourly charges, fixed fees and commission-based work. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents6%
- Exchange Traded Equities3%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 5
Janet Edwards
Director of Client RelationsCRD 3238795
Evan Watson
Investment ManagerCRD 6393279
Troy Hammer
Operations ManagerCRD 7080443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$145M in ETFs
53%
$77.7M
18%
$67.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA SIZE FACTOR ETF (SIZE) | BlackRock | Passive | Large Blend | $29.2M | 163,881 | 20.09% |
Location
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 5885 Landerbrook Dr
- Time zone
- ET (UTC-5)
- Office locations
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