REDWOOD FINANCIAL NETWORK

30285 Bruce Industrial Parkway
Suite A
Solon, Ohio 44139
Tel: 440-287-5020

About REDWOOD FINANCIAL NETWORK

REDWOOD FINANCIAL NETWORK, formally registered with the SEC as REDWOOD FINANCIAL NETWORK. The firm was established in 04/28/2014. They have over 4 offices throughout the country.

REDWOOD FINANCIAL NETWORK is a Solon, Ohio based Financial Planning firm with nearly $187,398,071 assets under management, offering retirement planning & investment advisory services to 856 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157834
SEC#	801-79617
Assets Managed by Firm	$187,398,071
No. of Clients	856
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SUBSCRIPTION FEES FOR SOFTWARE OR WEB BASED APPLICATIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	856	$187,398,071
Individuals (other than high net worth individuals)	536	$56,758,265
High net worth individuals	314	$127,093,792
Pension and profit sharing plans	5	$3,445,083
Corporations or other businesses	1	$100,931

More Retirement Planning firms in Solon, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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