|
⚲
|
| James Reed Financial Services Inc
✚
|
|
|---|---|
| CRD # | 112179 |
| SEC # | 801-35002 |
| CIK # | 0001911052 |
| AUM | $345.8 M (2025-03-18) |
| Employees | 11 (100% Investors, 36% Brokers) |
| Phone | 216-464-2090 |
| Address | 5885 Landerbrook Drive Cleveland, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 1.6 | |
| Apple Inc | 1.0 | |
| Progressive Corp/Oh/ | 0.9 | |
| Nvidia Corp | 0.9 | |
| Exxon Mobil Corp | 0.5 | |
| J P Morgan Chase & Co | 0.4 | |
| 3M Co | 0.4 | |
| FS KKR Capital Corp | 0.3 | |
| Amgen Inc | 0.3 | |
| Amazon Com Inc | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 78.7 |
| (b) Individuals (high net worth individuals) | 120 | 254.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 12.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,143 | 345.8 |
| By Discretionary | ||
| Discretionary | 1,143 | 345.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,143 | 345.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.8 | |
| Total | 1,143 | 345.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911052] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortress Private Ledger LLC
✚
|
NC | 0.3 |
|
Truefg LLC
✚
|
TX | 0.3 |
|
Financial Life Advisors LLC
✚
|
TX | 0.3 |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 0.3 |
|
Asset Planning Services Inc
✚
|
LA | 0.3 |
|
Core Wealth Management Inc
✚
|
FL | 0.3 |
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 0.3 |
|
Boyd Wealth Management LLC
✚
|
CA | 0.3 |
|
FWG Holdings LLC
✚
|
FL | 0.3 |
|
AG Campbell Advisory LLC
✚
|
MD | 0.3 |