Overview
Assets Under Management: $213 million
Headquarters: SCOTCH PLAINS, NJ
High-Net-Worth Clients: 3
Average Client Assets: $60 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.31
Average High-Net-Worth Client Assets: $60 million
Total Client Accounts: 1,294
Discretionary Accounts: 1,294
Regulatory Filings
CRD Number: 291250
Filing ID: 1974029
Last Filing Date: 2025-03-31 15:36:00
Website: https://redwoodplanning.com