|
⚲
|
| James Reed Financial Services Inc
✚
|
|
|---|---|
| CRD # | 112179 |
| SEC # | 801-35002 |
| CIK # | 0001911052 |
| AUM | $271.3 MM (2023-03-29) |
| Employees | 12 (100% Investors, 42% Brokers) |
| Phone | 216-464-2090 |
| Address | 5885 Landerbrook Drive Cleveland, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 82.7 |
| (b) Individuals (high net worth individuals) | 96 | 177.1 |
| (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 | 6 | 11.1 |
| (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 | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,165 | 271.3 |
| By Discretionary | ||
| Discretionary | 1,165 | 271.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,165 | 271.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.3 | |
| Total | 1,165 | 271.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001911052] |
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|---|---|---|
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Bishop & Company Investment Management LLC
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|
PA | 0.3 |
|
ADE LLC
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MD | 0.3 |
|
Wealthpoint Advisors LLC
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Beacon Bridge Wealth Partners LLC
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Cypress Capital Advisors LLC
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|
Financial Advisory Partners LLC
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|
FL | 0.3 |
|
Fidato Wealth LLC
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|
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|
Mach-1 Financial Group LLC
✚
|
AR | 0.3 |