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 1 offices throughout the country.

REDTREE INVESTMENT GROUP is a Cincinnati, Ohio based Financial Planning firm with nearly $8,690,883,404 assets under management, offering retirement planning & investment advisory services to 514 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171615
SEC#	801-79797
Assets Managed by Firm	$8,690,883,404
No. of Clients	514
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	514	$8,690,883,404
Charitable organizations	2	$6,703,400

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