Overview
Assets Under Management: $187 million
Headquarters: SOLON, OH
High-Net-Worth Clients: 363
Average Client Assets: $431,814
Frequently Asked Questions
REDWOOD FINANCIAL NETWORK CORP. 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 #157834), REDWOOD FINANCIAL NETWORK CORP. is subject to fiduciary duty under federal law.
REDWOOD FINANCIAL NETWORK CORP. is headquartered in SOLON, OH.
REDWOOD FINANCIAL NETWORK CORP. serves 363 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, REDWOOD FINANCIAL NETWORK CORP. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
REDWOOD FINANCIAL NETWORK CORP. manages $187 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, REDWOOD FINANCIAL NETWORK CORP. 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, 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