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Home > Retirement Planners > mississippi > tupelo > HARDY REED, LLC
HARDY REED, LLC
101 S. Front Street
Tupelo, Mississippi 38804
Tel: 662-823-4722
About HARDY REED, LLC
HARDY REED, LLC, formally registered with the SEC as HARDY REED, LLC. The firm was established in 07/05/2006. They have over 2 offices throughout the country.
HARDY REED, LLC is a Tupelo, Mississippi based Financial Planning firm with nearly $1,865,178,576 assets under management, offering retirement planning & investment advisory services to 348 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141024 |
| SEC# | 801-66976 |
| Assets Managed by Firm | $1,865,178,576 |
| No. of Clients | 348 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 348 | $1,865,178,576 |
| Individuals (other than high net worth individuals) | 170 | $74,600,074 |
| High net worth individuals | 138 | $1,039,371,414 |
| Pension and profit sharing plans | 22 | $493,893,750 |
| Charitable organizations | 14 | $227,676,992 |
| Corporations or other businesses | 4 | $29,636,346 |
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