$20.6M Total AUM
$20.6M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2019
- Office Locations
- 1
Office Locations
-- Urbandale IA
About Reed Financial, LLC
Reed Financial, LLC is a Urbandale-based RIA. The firm has been operating for 7 years. Managing $20.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
57 AVG AGE
$20.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
S
STEVEN GLENN REED
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #1935954
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,581,815 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,581,815 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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