Overview
Assets Under Management: $378 million
Headquarters: HENRICO, VA
High-Net-Worth Clients: 111
Average Client Assets: $3 million
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