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Building 2REED FINANCIAL SERVICES, INC.

Map pinCLEVELAND, OH
Phone216-464-2090
NotebookSEC #801-35002
Total AUM
$388.6M
Employees
10
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5885 LANDERBROOK DRIVE
SUITE 110
CLEVELAND
OH 44124
United States
Operating Hours
9:00AM 5:00PM
Monday - Friday
Phone
216-464-2090

ReceiptFinancials

Total AUM
$388.6M
Accounts
1,166
Discretionary
$388.6M
Accounts
1,166
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
214
AUM
$81.5M
HNW Individual Clients
129
AUM
$292.9M
Pension/Profit Sharing Plan Clients
7
AUM
$14.2M
Corporation or Business Clients
1
AUM
$99.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANCOHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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