Overview
Assets Under Management: $2.5 billion
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 61
Average Client Assets: $1.0 million
Frequently Asked Questions
REDWOOD INVESTMENT MANAGEMENT, LLC. 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 #153139), REDWOOD INVESTMENT MANAGEMENT, LLC. is subject to fiduciary duty under federal law.
REDWOOD INVESTMENT MANAGEMENT, LLC. is headquartered in SCOTTSDALE, AZ.
REDWOOD INVESTMENT MANAGEMENT, LLC. serves 61 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, REDWOOD INVESTMENT MANAGEMENT, LLC. offers portfolio management for individuals and portfolio management for businesses. View all service details ↓
REDWOOD INVESTMENT MANAGEMENT, LLC. manages $2.5 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, REDWOOD INVESTMENT MANAGEMENT, LLC. serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.40%
Average Client Assets: $1.0 million
Total Client Accounts: 524
Discretionary Accounts: 524
Regulatory Filings
CRD Number: 153139
Filing ID: 2084155
Last Filing Date: 2026-03-31 17:08:33