JAMES REED FINANCIAL SERVICES, INC.
Legal name: REED FINANCIAL SERVICES, INC.
CRD #112179 SEC #801-35002 CLEVELAND, OH 216-464-2090
SEC Registered
Total AUM
$345.8M
Discretionary
$345.8M
Employees
11
Clients
251
Accounts
1,143
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $345.8M | $345.8M | $0 | 11 | 2 |
| Oct 2024 | $307.4M | $307.4M | $0 | 12 | 3 |
| Feb 2024 | $307.4M | $307.4M | $0 | 12 | 3 |
| Mar 2023 | $271.3M | $271.3M | $0 | 12 | 3 |
| Nov 2022 | $339.5M | $339.5M | $0 | 12 | 3 |
| Jun 2022 | $339.5M | $339.5M | $0 | 12 | 3 |
| Mar 2022 | $339.5M | $339.5M | $0 | 12 | 3 |
| Mar 2022 | $339.5M | $339.5M | $0 | 12 | 3 |
| Aug 2021 | $288.6M | $288.6M | $0 | 11 | 2 |
| Jul 2021 | $288.6M | $288.6M | $0 | 11 | 2 |
| May 2021 | $288.6M | $288.6M | $0 | 11 | 2 |
| Mar 2021 | $288.6M | $288.6M | $0 | 11 | 2 |
| Jul 2020 | $250.6M | $250.6M | $0 | 12 | 5 |
| Jun 2020 | $250.6M | $250.6M | $0 | 12 | 5 |
| Mar 2020 | $250.6M | $250.6M | $0 | 12 | 5 |
| Sep 2019 | $213.2M | $213.2M | $0 | 12 | 2 |
| Mar 2019 | $213.2M | $213.2M | $0 | 12 | 2 |
| Mar 2018 | $232.6M | $232.6M | $0 | 9 | 0 |
| Jan 2018 | $221.7M | $221.7M | $0 | 9 | 0 |
| Sep 2017 | $221.7M | $221.7M | $0 | 9 | 300 |
| Mar 2017 | $224M | $207.4M | $16.5M | 9 | 300 |
| Mar 2016 | $204.7M | $198.1M | $6.5M | 10 | 300 |
| Oct 2015 | $204.7M | $195.8M | $8.9M | 10 | 300 |
| Mar 2015 | $204.7M | $195.8M | $8.9M | 9 | 300 |
| Mar 2014 | $203.1M | $181.3M | $21.8M | 8 | 300 |
| Mar 2013 | $172M | $149.8M | $22.2M | 8 | 300 |
| Mar 2012 | $144.1M | $122.3M | $21.8M | 6 | 300 |
| Mar 2011 | $156.5M | $129.7M | $26.8M | 10 | -- |
| Mar 2009 | $118.5M | $87.4M | $31.1M | 10 | -- |
| Mar 2006 | $143M | $92.6M | $50.4M | 10 | -- |
| Mar 2004 | $99M | $69.3M | $29.6M | 10 | -- |
| Mar 2002 | $69.5M | $69.5M | $0 | 10 | -- |
| Jul 2001 | $72.2M | $72.2M | $0 | 10 | -- |
DateMar 2025
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees11
Clients2
DateOct 2024
Total AUM$307.4M
Discretionary$307.4M
Non-Disc.$0
Employees12
Clients3
DateFeb 2024
Total AUM$307.4M
Discretionary$307.4M
Non-Disc.$0
Employees12
Clients3
DateMar 2023
Total AUM$271.3M
Discretionary$271.3M
Non-Disc.$0
Employees12
Clients3
DateNov 2022
Total AUM$339.5M
Discretionary$339.5M
Non-Disc.$0
Employees12
Clients3
DateJun 2022
Total AUM$339.5M
Discretionary$339.5M
Non-Disc.$0
Employees12
Clients3
DateMar 2022
Total AUM$339.5M
Discretionary$339.5M
Non-Disc.$0
Employees12
Clients3
DateMar 2022
Total AUM$339.5M
Discretionary$339.5M
Non-Disc.$0
Employees12
Clients3
DateAug 2021
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees11
Clients2
DateJul 2021
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees11
Clients2
DateMay 2021
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees11
Clients2
DateMar 2021
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees11
Clients2
DateJul 2020
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees12
Clients5
DateJun 2020
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees12
Clients5
DateMar 2020
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees12
Clients5
DateSep 2019
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees12
Clients2
DateMar 2019
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees12
Clients2
DateMar 2018
Total AUM$232.6M
Discretionary$232.6M
Non-Disc.$0
Employees9
Clients0
DateJan 2018
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees9
Clients300
DateMar 2017
Total AUM$224M
Discretionary$207.4M
Non-Disc.$16.5M
Employees9
Clients300
DateMar 2016
Total AUM$204.7M
Discretionary$198.1M
Non-Disc.$6.5M
Employees10
Clients300
DateOct 2015
Total AUM$204.7M
Discretionary$195.8M
Non-Disc.$8.9M
Employees10
Clients300
DateMar 2015
Total AUM$204.7M
Discretionary$195.8M
Non-Disc.$8.9M
Employees9
Clients300
DateMar 2014
Total AUM$203.1M
Discretionary$181.3M
Non-Disc.$21.8M
Employees8
Clients300
DateMar 2013
Total AUM$172M
Discretionary$149.8M
Non-Disc.$22.2M
Employees8
Clients300
DateMar 2012
Total AUM$144.1M
Discretionary$122.3M
Non-Disc.$21.8M
Employees6
Clients300
DateMar 2011
Total AUM$156.5M
Discretionary$129.7M
Non-Disc.$26.8M
Employees10
Clients--
DateMar 2009
Total AUM$118.5M
Discretionary$87.4M
Non-Disc.$31.1M
Employees10
Clients--
DateMar 2006
Total AUM$143M
Discretionary$92.6M
Non-Disc.$50.4M
Employees10
Clients--
DateMar 2004
Total AUM$99M
Discretionary$69.3M
Non-Disc.$29.6M
Employees10
Clients--
DateMar 2002
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees10
Clients--