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Building 2HARDY REED, LLC

Map pinTUPELO, MS
Phone662-823-4722
NotebookSEC #801-66976
Total AUM
$2.9B
Employees
18
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 S. FRONT STREET
TUPELO
MS 38804
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
662-823-4722
Other Offices
2

ReceiptFinancials

Total AUM
$2.9B
Accounts
997
Discretionary
$2.9B
Accounts
983
Non-Discretionary
$5.6M
Accounts
14

ContactClients

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Individual Clients
148
AUM
$61.5M
HNW Individual Clients
203
AUM
$1.6B
Pension/Profit Sharing Plan Clients
26
AUM
$914.3M
Charitable Organization Clients
15
AUM
$326.9M
Corporation or Business Clients
3
AUM
$22.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMSNCNYTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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