GETTINGS REED FINANCIAL

672 Main Street
Suite 300
Lafayette, Indiana 47901
Tel: 765-742-7366

About GETTINGS REED FINANCIAL

GETTINGS REED FINANCIAL, formally registered with the SEC as GETTINGS REED FINANCIAL. The firm was established in 01/02/2020. They have over 2 offices throughout the country.

GETTINGS REED FINANCIAL is a Lafayette, Indiana based Financial Planning firm with nearly $376,205,837 assets under management, offering retirement planning & investment advisory services to 1657 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306757
SEC#	801-117868
Assets Managed by Firm	$376,205,837
No. of Clients	1657
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1657	$376,205,837
Individuals (other than high net worth individuals)	594	$114,504,538
High net worth individuals	180	$258,001,735
Charitable organizations	6	$3,532,473
Corporations or other businesses	2	$167,091

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