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, privately owned registered investment adviser that has been SEC-registered since 1989. The firm serves both individual and family clients as well as institutional relationships, and combines fiduciary advisory services with insurance brokerage capabilities. Advisory offerings listed on the ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is mixed: percentage-of-AUM fees alongside hourly and fixed fees, with the firm also able to receive commissions tied to insurance and certain product sales. The firm does not position itself as a capital allocator and is not described as an active ESG investor.
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
Similar firms
Return On Life Wealth Partners
RIACleveland, OH
The O.H.I.O. Fund
RIACleveland, OH
Cleveland Wealth, LLC
RIACleveland, OH
Park Edge Advisors, LLC
RIACleveland, OH
CW Industrial Partners, LLC
RIACleveland, OH
Resilience Management
RIACleveland, OH