Perry D. Reed & Company, P.C.
Firm details
- Headquarters
- Longview, Texas
- CRD number
- 114282
- Website
- www.reedcpa.net
- Fee structure
- Other
Firm profile
FINTRXOverview
Perry D. Reed & Company, P.C. is organized as a corporation and is described primarily as an accounting practice rather than a traditional investment advisory firm. The firm is owned by an individual and is categorized as "Unclassified" in the available snapshot. The record indicates Perry D. Reed & Company, P.C. does not serve as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser. Its listed fee structure is "Other," and there are no details provided about ongoing advisory activities or a defined client base.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Perry Reed
President And CEOCRD 4436047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Longview, TX
Gregg
Location
Longview, TX
Headquartered in Longview, TX, in the South of the United States.
- Region
- South
- County
- Gregg
- Address
- 1223 Judson Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Trio Advisors Longview LLC
RIALongview, TX
Rose Wealth, LLC
RIALongview, TX
Belonging Wealth Management
RIALongview, TX
ACT Wealth Management, LLC
RIAAllen, TX
Kestra Advisory Services, LLC
RIAAustin, TX
Bluechip Financial Planning, Inc.
RIARichardson, TX