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RIM GROUP
REED INVESTMENT MANAGEMENT, LLC
CRD 157108
25 WALLACE AVENUE #5, INDIANAPOLIS, IN, 46201, United States
Phone
317-308-9690
Fax
317-291-6004
Registration
— (—)
Source
State registered
Total AUM
$1.7M
Discretionary AUM
$190K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsSMALL BUSINESS ADVISORY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $190K |
| Investment companies | 20 | $197K |
| Insurance companies | 45 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD