AMES STEVEN REEDE
Legal name: AMES FEE ONLY FINANCIAL PLANNING
CRD #109210 SEC #801-57946 ANNAPOLIS, MD 410-280-2390
SEC Registered
Total AUM
$57.9M
Discretionary
$57.9M
Employees
5
Clients
25
Accounts
196
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMES, STEVEN, REEDE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| AMES, STEVEN, REEDE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| AMES, STEVEN, REEDE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| AMES, STEVEN, REEDE | I | PRINCIPAL | E | Control |
| AMES, STEVEN, REEDE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| AMES, STEVEN, REEDE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| AMES, STEVEN, REEDE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| AMES, STEVEN, REEDE | I | PRINCIPAL | E | Control |
| AMES, STEVEN, REEDE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 11, 2005 REGISTERED
Notice Filings (3)
FL MD TX
Address
506 CHESTER AVE.ANNAPOLIS, MD 21403
USA
Phone: 410-280-2390