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REDWOOD INVESTMENTS, LLC
265 Franklin Street
Suite 1603
Boston, Massachusetts 02110
Tel: 617-467-3000
About REDWOOD INVESTMENTS, LLC
REDWOOD INVESTMENTS, LLC, formally registered with the SEC as REDWOOD INVESTMENTS, LLC. The firm was established in 10/20/2004. They have over 1 offices throughout the country.
REDWOOD INVESTMENTS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,694,451,841 assets under management, offering retirement planning & investment advisory services to 214 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133028 |
| SEC# | 801-63597 |
| Assets Managed by Firm | $1,694,451,841 |
| No. of Clients | 214 |
| No. of Advisors | 12 |
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
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 214 | $1,694,451,841 |
| Individuals (other than high net worth individuals) | 1 | $627,817 |
| High net worth individuals | 139 | $104,492,514 |
| Pension and profit sharing plans | 4 | $10,548,466 |
| Charitable organizations | 10 | $45,171,388 |
| Corporations or other businesses | 29 | $17,908,421 |
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