REDWHEEL

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

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 $7,571,088,851 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166517
SEC#	801-77698
Assets Managed by Firm	$7,571,088,851
No. of Clients	11
No. of Advisors	21

Fee Structure

A percentage of AUM
Performance Based
Other (PERCENTAGES OF ASSETS UNDER ADVISORY)

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$7,571,088,851

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