REDTREE INVESTMENT GROUP

5050 Section Avenue
Suite 420
Cincinnati, Ohio 45212
Tel: 888-596-2293

About REDTREE INVESTMENT GROUP

REDTREE INVESTMENT GROUP, formally registered with the SEC as REDTREE INVESTMENT GROUP. The firm was established in 06/18/2014. They have over 2 offices throughout the country.

REDTREE INVESTMENT GROUP is a Cincinnati, Ohio based Financial Planning firm with nearly $7,240,028,513 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171615
SEC#	801-79797
Assets Managed by Firm	$7,240,028,513
No. of Clients	455
No. of Advisors	8

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	455	$7,240,028,513
Charitable organizations	2	$6,356,967

Inquire with REDTREE INVESTMENT GROUP

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