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Home > Retirement Planners > pennsylvania > berwyn > RED SPRUCE CAPITAL, LLC
RED SPRUCE CAPITAL, LLC
1055 Westlakes Drive
Suite 300
Berwyn, Pennsylvania 19312
Tel: 610-727-4270
About RED SPRUCE CAPITAL, LLC
RED SPRUCE CAPITAL, LLC, formally registered with the SEC as RED SPRUCE CAPITAL, LLC. The firm was established in 09/14/2018. They have over 1 offices throughout the country.
RED SPRUCE CAPITAL, LLC is a Berwyn, Pennsylvania based Financial Planning firm with nearly $231,780,377 assets under management, offering retirement planning & investment advisory services to 316 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158720 |
| SEC# | 801-113984 |
| Assets Managed by Firm | $231,780,377 |
| No. of Clients | 316 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 316 | $231,780,377 |
| Individuals (other than high net worth individuals) | 83 | $28,894,923 |
| High net worth individuals | 68 | $202,799,297 |
| Charitable organizations | Fewer than 5 clients | $86,157 |
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