REDBUD ADVISORS

706 Guadalupe Street
Austin, Texas 78701
Tel: 512-222-6968

About REDBUD ADVISORS

REDBUD ADVISORS, formally registered with the SEC as REDBUD ADVISORS. The firm was established in 05/05/2022. They have over 1 offices throughout the country.

REDBUD ADVISORS is a Austin, Texas based Financial Planning firm with nearly $314,654,363 assets under management, offering retirement planning & investment advisory services to 327 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300477
SEC#	801-124944
Assets Managed by Firm	$314,654,363
No. of Clients	327
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	327	$314,654,363
Individuals (other than high net worth individuals)	47	$4,418,414
High net worth individuals	7	$280,120,000
Charitable organizations	1	$30,115,949

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