Overview
Assets Under Management: $243 million
Headquarters: MORRISTOWN, NJ
High-Net-Worth Clients: 37
Average Client Assets: $4.7 million
Frequently Asked Questions
RED HOOK MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148237), RED HOOK MANAGEMENT is subject to fiduciary duty under federal law.
RED HOOK MANAGEMENT is headquartered in MORRISTOWN, NJ.
RED HOOK MANAGEMENT serves 37 high-net-worth clients according to their SEC filing dated March 14, 2018. View client details ↓
According to their SEC Form ADV, RED HOOK MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
RED HOOK MANAGEMENT manages $243 million in client assets according to their SEC filing dated March 14, 2018.
According to their SEC Form ADV, RED HOOK MANAGEMENT serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.65%
Average Client Assets: $4.7 million
Total Client Accounts: 218
Discretionary Accounts: 198
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 148237
Filing ID: 1173898
Last Filing Date: 2018-03-14 14:00:00