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Home > Retirement Planners > arizona > scottsdale > REDWOOD INVESTMENT MANAGEMENT, LLC.
REDWOOD INVESTMENT MANAGEMENT, LLC.
4110 N. Scottsdale Rd., Ste. 125
Scottsdale, Arizona 85251
Tel: 3102728185
About REDWOOD INVESTMENT MANAGEMENT, LLC.
REDWOOD INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as REDWOOD INVESTMENT MANAGEMENT, LLC. The firm was established in 09/13/2013. They have over 1 offices throughout the country.
REDWOOD INVESTMENT MANAGEMENT, LLC. is a Scottsdale, Arizona based Financial Planning firm with nearly $2,727,993,120 assets under management, offering retirement planning & investment advisory services to 1727 clients. The firm is staffed with 32 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153139 |
| SEC# | 801-78563 |
| Assets Managed by Firm | $2,727,993,120 |
| No. of Clients | 1727 |
| No. of Advisors | 32 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (MODEL PORTFOLIO AND SUB-ADVISER TO INVESTMENT ADVISERS, AND SUB-ADVISER TO AFFILIATED INVESTMENT ADVISER.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1727 | $2,727,993,120 |
| Individuals (other than high net worth individuals) | 101 | $22,505,518 |
| High net worth individuals | 65 | $55,443,280 |
| Other investment advisers | 3 | $872,102,507 |
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