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JAMES REED FINANCIAL SERVICES, INC.

Doing business as REED FINANCIAL SERVICES, INC.. SEC Form ADV profile.

Total regulatory AUM
$388,646,926
Discretionary
$388,646,926
Non-discretionary
$0

Firm details

CRD number
112179
SEC file number
801-35002
Main office
CLEVELAND, OH, United States
Employees
10
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions

As of October 2026.