REED FINANCIAL SERVICES, INC.

5885 Landerbrook Drive
Suite 110
Cleveland, Ohio 44124
Tel: 216-464-2090

About REED FINANCIAL SERVICES, INC.

REED FINANCIAL SERVICES, INC, formally registered with the SEC as REED FINANCIAL SERVICES, INC. The firm was established in 08/17/1989. They have over 2 offices throughout the country.

REED FINANCIAL SERVICES, INC. is a Cleveland, Ohio based Financial Planning firm with nearly $307,389,541 assets under management, offering retirement planning & investment advisory services to 1150 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112179
SEC#	801-35002
Assets Managed by Firm	$307,389,541
No. of Clients	1150
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1150	$307,389,541
Individuals (other than high net worth individuals)	239	$82,934,157
High net worth individuals	106	$213,302,343
Pension and profit sharing plans	8	$11,073,759
Corporations or other businesses	1	$79,282

More Retirement Planning firms in Cleveland, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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