4110 N. Scottsdale Rd., Ste. 125
Scottsdale, Arizona 85251
Tel: 3102728185
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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