Overview
Assets Under Management: $187 million
Headquarters: SOLON, OH
High-Net-Worth Clients: 363
Average Client Assets: $431,814
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 363
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.37
Average High-Net-Worth Client Assets: $431,814
Total Client Accounts: 856
Discretionary Accounts: 846
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 157834
Last Filing Date: 2024-03-15 00:00:00
Website: https://redwoodfn.com