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REED FINANCIAL SERVICES, INC.
JAMES REED FINANCIAL SERVICES, INC.
CRD 112179 · SEC 801-35002
5885 LANDERBROOK DRIVE, SUITE 110, CLEVELAND, OH, 44124, United States
Phone
216-464-2090
Fax
216-464-1163
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.6M
Discretionary AUM
$388.6M
Team
10 total employees; 10 advisory reps; 8 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 214 | $81.5M |
| High net worth individuals | 129 | $292.9M |
| Pension/profit sharing plans | 7 | $14.2M |
| Corporations/business entities | 1 | $100K |
States served
LA, NC, OH, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD