Multi-Family OfficeRIA · CRD 114282SEC-Registered

Updated:

Perry D. Reed & Company, P.C.

PERRY D. REED & COMPANY, P.C. is an SEC-registered investment adviser in LONGVIEW, TX. The firm has 8 employees and 1 investment adviser. It is based in...

Perry D. Reed & Company, P.C.

PERRY D. REED & COMPANY, P.C. is an SEC-registered investment adviser in LONGVIEW, TX. The firm has 8 employees and 1 investment adviser. It is based in LONGVIEW, TX.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Principals

Perry D. Reed

Founder & Principal

Sector focus

Financial ServicesWealth Management

Frequently asked questions

Who founded Perry D. Reed & Company, P.C.?

The firm was founded by Perry D. Reed, whose professional background includes public accounting and wealth advisory (public record).

Is Perry D. Reed & Company a single family office or multi-family office?

The firm is structured as a multi-family office, meaning it serves multiple families rather than managing the wealth of a single family (per the firm's name and structure).

What services does Perry D. Reed & Company provide?

The firm offers investment advisory, tax planning, and estate structuring to high-net-worth clients. It operates under a professional corporation model, indicating a regulated fiduciary framework (public record).

Does Perry D. Reed & Company invest in private companies or funds?

No public information indicates direct investments in private companies or fund vehicles. The firm appears focused on managing client portfolios through securities and traditional wealth management tools.

Is the underlying wealth of clients disclosed?

No. The firm does not publicly identify the source of wealth it manages, nor does it report AUM or client names (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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