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HARDY REED, LLC

101 S. Front Street
Tupelo, Mississippi 38804
Tel: 662-823-4722

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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 StatusApproved
Firm CRD#141024
SEC#801-66976
Assets Managed by Firm$1,865,178,576
No. of Clients348
No. of Advisors18

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 ClientsAUM
Firm Total348$1,865,178,576
Individuals (other than high net worth individuals)170$74,600,074
High net worth individuals138$1,039,371,414
Pension and profit sharing plans22$493,893,750
Charitable organizations14$227,676,992
Corporations or other businesses4$29,636,346

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