Overview
Assets Under Management: $378 million
Headquarters: HENRICO, VA
High-Net-Worth Clients: 111
Average Client Assets: $3 million
Frequently Asked Questions
REDMOND ASSET MANAGEMENT, LLC 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 #138706), REDMOND ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
REDMOND ASSET MANAGEMENT, LLC is headquartered in HENRICO, VA.
REDMOND ASSET MANAGEMENT, LLC serves 111 high-net-worth clients according to their SEC filing dated November 21, 2024. View client details ↓
According to their SEC Form ADV, REDMOND ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
REDMOND ASSET MANAGEMENT, LLC manages $378 million in client assets according to their SEC filing dated November 21, 2024.
According to their SEC Form ADV, REDMOND ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 390
Discretionary Accounts: 363
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 138706
Last Filing Date: 2024-11-21 00:00:00
Website: https://redmondassetmanagement.com