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Reed James Financial Services Inc (Beachwood)


Reed James Financial Services Inc is a large advisory firm based in Beachwood. It manages $123 million of regulatory assets for 251 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.




Reed James Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Reed James Financial Services: assets under management

The assets under management (AUM) of Reed James Financial Services Inc is $123 million. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $79.9 million in discretionary accounts and $43.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $478.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $513.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Reed James Financial Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Beachwood

The principal office where Reed James Financial Services Inc performs its advisory services is located at 3690 Orange Place Suite 240, Beachwood, OH 44122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-464-2090 or by fax 216-464-1163. The normal business hours are 9:00am 5:00pm on Monday - Friday.


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