REED FINANCIAL, LLC

REED FINANCIAL, LLC is an SEC-registered investment adviser (CRD 300123). Regulatory assets under management: $20.6M.

Registration

• CRD: 300123
• Type: Registered investment adviser
• Phone: 515-771-5736
• Latest filing: 2026-03-24
• Regulatory AUM: $20.6M
• Discretionary AUM: $20.6M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300123 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search