S.L. Reed & Company

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
40744
Registered since
March 11, 1997

Firm profile

FINTRX

Overview

S.L. Reed & Company is organized as a corporation and has been SEC-registered since 1997. Ownership is recorded as a combination of a domestic entity and an individual. Publicly filed metadata classifies the adviser as "unclassified" and indicates the firm does not act as a capital allocator, is not actively reporting ESG investing activity, and is not registered as a multi-state or newly formed adviser. The firm has not provided details about its target client segments, advisory offerings, fee schedules, or investment strategies in the FINTRX record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Donald Bessler

    Donald Bessler

    Chief Investment OfficerCRD 2339382

Contacts

3 of 7
  • Vicki Redhouse

    Director of OperationsCRD 1667369

  • David Brant

    David Brant

    FinOpCRD 2718478

  • Katherine Galway

    Trading OperationsCRD 4983366

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth