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REDWHEEL

2640 S. Bayshore Drive
Suite 201
Miami, Florida 33133
Tel: 3056029501

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About REDWHEEL

REDWHEEL, formally registered with the SEC as REDWHEEL. The firm was established in 03/20/2013. They have over 2 offices throughout the country.

REDWHEEL is a Miami, Florida based Financial Planning firm with nearly $7,260,889,944 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#166517
SEC# 801-77698
Assets Managed by Firm $7,260,889,944
No. of Clients 9
No. of Advisors 20

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total9$7,260,889,944
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