Ames Steven Reede is a large advisory firm based in Annapolis. It manages $76.15 million of regulatory assets for 246 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Maryland.
Ames Steven Reede provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ames Steven Reede is $76.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ames Steven Reede for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ames Steven Reede performs its advisory services is located at 503 Fifth St., Annapolis, MD 21403, 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 410-280-2390 or by fax 410-280-2116. The normal business hours are 9 a.m.-5 p.m. on Monday - Friday.