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| James Reed Financial Services Inc
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|---|---|
| CRD # | 112179 |
| SEC # | 801-35002 |
| CIK # | 0001911052 |
| AUM | 388.6 M (2026-03-05) |
| Employees | 10 (100% Investors, 40% Brokers) |
| Phone | 216-464-2090 |
| Address | 5885 Landerbrook Drive Cleveland, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 1.3 | |
| Microsoft Corp | 1.2 | |
| Nvidia Corp | 0.9 | |
| Progressive Corp/Oh/ | 0.8 | |
| J P Morgan Chase & Co | 0.6 | |
| 3M Co | 0.4 | |
| Amgen Inc | 0.3 | |
| Advanced Micro Devices Inc | 0.3 | |
| Amazon Com Inc | 0.2 | |
| Sandisk Corp | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 81.5 |
| (b) Individuals (high net worth individuals) | 129 | 292.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 14.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,166 | 388.6 |
| By Discretionary | ||
| Discretionary | 1,166 | 388.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,166 | 388.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 388.6 | |
| Total | 1,166 | 388.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911052] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hahn Capital Management LLC
✚
|
CA | 390.0 M |
|
Green Ridge Wealth Planning LLC
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|
NJ | 389.6 M |
|
Avisen Advisors LLC
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|
CA | 389.0 M |
|
Redwood Financial Planning LLC
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|
NJ | 388.8 M |
|
Know Your Options LLC
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|
IL | 388.8 M |
|
Marin Financial Advisors LLC
✚
|
CA | 388.8 M |
|
Kathleen S Wright Associates Inc
✚
|
PA | 388.1 M |
|
Joseph P Lucia & Associates LLC
✚
|
NY | 388.0 M |
|
Resolute Wealth Strategies LLC
✚
|
MS | 387.6 M |
|
Hassell Wealth Management LLC
✚
|
LA | 387.4 M |