333 Bridge Street Nw
Suite 601
Grand Rapids, Michigan 49504
Tel: 616-378-6894
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 $1,454,717,654 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 170939 |
SEC# | 801-79728 |
Assets Managed by Firm | $1,454,717,654 |
No. of Clients | 63 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 63 | $1,454,717,654 |
Pension and profit sharing plans | 3 | $388,975,672 |
Charitable organizations | 4 | $113,907,617 |
Corporations or other businesses | 3 | $56,834,471 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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