National Retirement Planning Experts

National Coverage
Local Professionals

REDWOOD INVESTMENT MANAGEMENT, LLC.

4110 N. Scottsdale Rd., Ste. 125
Scottsdale, Arizona 85251
Tel: 3102728185

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#153139
SEC#801-78563
Assets Managed by Firm$2,727,993,120
No. of Clients1727
No. of Advisors32

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 ClientsAUM
Firm Total1727$2,727,993,120
Individuals (other than high net worth individuals)101$22,505,518
High net worth individuals65$55,443,280
Other investment advisers3$872,102,507

More Retirement Planning firms in Scottsdale, Arizona:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
OSAIC WEALTH, INC.
18700 N. Hayden Road, Suite 255
Scottsdale, AZ, 85255
$94,557,613,7444372016838
VOYA INVESTMENTS, LLC
7337 E. Doubletree Ranch Road, Suite 100
Scottsdale, AZ, 85258-2034
$57,786,360,25369121
GI PARTNERS
6720 N Scottsdale Road, Suite 350
Scottsdale, AZ, 85253
$32,630,475,93625152
DAVIS SELECTED ADVISERS LP
3600 E. Hemisphere Loop
Tucson, AZ, 85706-5041
$22,942,793,322142123
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
7333 East Doubletree Ranch Rd Suite 120
Scottsdale, AZ, 85258
$9,326,336,70843221570

Explore More Retirement Advisors in Scottsdale, Arizona