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James Reed Financial Services, Inc.

● SEC registered since 1989CRD 112179SEC# 801-35002Cleveland, OH
Export (members)
Reg. AUM
$345.8M
Employees
11
Accounts
1,143
Location
Cleveland, OH

James Reed Financial Services, Inc. assets under management

James Reed Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Cleveland, OH. The firm has been registered since 1989. It reports $345.8 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/reed-financial-services-inc.View on SEC.gov ↗

James Reed Financial Services, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Amanda Elizabeth Lisachenko ControlPresident/Chief Compliance Officer50-75%2013
Evan Watson ControlInvestment Analyst10-25%2022
Janet S Edwards ControlClient Relations Director25-50%2019
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Frequently asked questions

How much does James Reed Financial Services, Inc. manage?

James Reed Financial Services, Inc. reports $345.8 million in regulatory assets under management on its Form ADV.

How many employees does James Reed Financial Services, Inc. have?

James Reed Financial Services, Inc. reports 11 employees.

Where is James Reed Financial Services, Inc. located?

James Reed Financial Services, Inc. is based in Cleveland, OH and has been SEC-registered since 1989.

Does James Reed Financial Services, Inc. disclose fund performance?

James Reed Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5885 Landerbrook Drive, Suite 110, Cleveland, OH 44124
Phone216-464-2090
Fax216-464-1163
Office hours9:00a.m. 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1911052
Discloses disciplinary historyNo

Assets under management

Discretionary$345.8M
Non-discretionary$0
Total (RAUM)$345.8M