Reed Financial Services, Inc.
Reed Financial Services, Inc. is an SEC-registered wealth manager in Cleveland, OH with $388.6M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Reed Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112179, SEC 801-35002, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $388.6M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Cleveland, OH
- Employees
- 10
- Clients
- 351
- CRD
- 112179
- Ownership
- REED, JAMES, MYRON; LISACHENKO, AMANDA, ELIZABETH; WATSON, EVAN; EDWARDS, JANET, S; REED, MARSHA, SUZANNE
How much AUM does Reed Financial Services, Inc. have?
Reed Financial Services, Inc. reported $388.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Reed Financial Services, Inc.?
Disclosed owners and executives of Reed Financial Services, Inc. include REED, JAMES, MYRON, LISACHENKO, AMANDA, ELIZABETH, WATSON, EVAN, EDWARDS, JANET, S, REED, MARSHA, SUZANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.