965 Ridge Lake Blvd
Suite 105
Memphis, Tennessee 38120
Tel: 901-681-0018
RED DOOR WEALTH MANAGEMENT, LLC, formally registered with the SEC as RED DOOR WEALTH MANAGEMENT, LLC. The firm was established in 03/31/2014. They have over 1 offices throughout the country.
RED DOOR WEALTH MANAGEMENT, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $1,791,409,490 assets under management, offering retirement planning & investment advisory services to 2366 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 153235 |
SEC# | 801-79374 |
Assets Managed by Firm | $1,791,409,490 |
No. of Clients | 2366 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2366 | $1,791,409,490 |
Individuals (other than high net worth individuals) | 413 | $134,379,463 |
High net worth individuals | 262 | $1,482,240,564 |
Pension and profit sharing plans | 15 | $94,157,063 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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