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Home > Retirement Planners > michigan > grand rapids > RED CEDAR INVESTMENT MANAGEMENT
RED CEDAR INVESTMENT MANAGEMENT
333 Bridge Street Nw
Suite 601
Grand Rapids, Michigan 49504
Tel: 616-378-6916
About RED CEDAR INVESTMENT MANAGEMENT
RED CEDAR INVESTMENT MANAGEMENT, formally registered with the SEC as RED CEDAR INVESTMENT MANAGEMENT. The firm was established in 05/19/2014. They have over 2 offices throughout the country.
RED CEDAR INVESTMENT MANAGEMENT is a Grand Rapids, Michigan based Financial Planning firm with nearly $1,628,447,738 assets under management, offering retirement planning & investment advisory services to 59 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170939 |
| SEC# | 801-79728 |
| Assets Managed by Firm | $1,628,447,738 |
| No. of Clients | 59 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 59 | $1,628,447,738 |
| Pension and profit sharing plans | 3 | $442,559,192 |
| Charitable organizations | 4 | $119,077,106 |
| Corporations or other businesses | 3 | $45,263,660 |
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