$54.4M Total AUM
$54.4M Disc. AUM
-- 3Y CAGR
4 Employees
236 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-20-2014
- Office Locations
- 1
Office Locations
-- Boise ID
About Reed Capital Management, LLC
Reed Capital Management, LLC is a Boise-based RIA. The firm has been operating for 12 years. Managing $54.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$54.4M AVG AUM / ADVISOR
$230.4K AVG AUM / CLIENT
11.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
Tess D Reed
Co-Owner, Research Analyst
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
H
HARRISON SCOTT REED IV
Chief Compliance Officer, Co-Owner, President
- CRD
- #2670032
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,386,083 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,386,083 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing