HARDY REED LLC

HTTPS://WWW.LINKEDIN.COM/SHOWCASE/HARDY-REED-RETIREMENT-PLAN-SERVICES/ TUPELO, MS Investment Advisor How do I update this listing?

Hardy Reed is based out of Tupelo. Hardy Reed is a large advisory firm with 232 clients and discretionary assets under management (AUM) of $720,970,673 (Form ADV from 2018-10-05). Their last reported 13F filing for Q4 2018 included $244,207,000 in managed 13F securities and a top 10 holdings concentration of 75.76%. Hardy Reed's largest holding is Vanguard S&P 500 ETF with shares held of 281,402. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HARDY REED, LLC
101 S. FRONT STREET
TUPELO MS    38804
Country: United States

Business Phone: 662-823-4722
Fax: 662-823-4720
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MS
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 245,896,000
Total Number of Clients: 232
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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