Overview
Assets Under Management: $154 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 41
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.75
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,096
Discretionary Accounts: 1,096
Regulatory Filings
CRD Number: 311525
Filing ID: 1949670
Last Filing Date: 2025-03-05 10:40:00
Website: https://redstonewm.com