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REDEMPTION CAPITAL
800 N Marienfeld
Suite 101
Midland, Texas 79701
Tel: 432-236-0866
About REDEMPTION CAPITAL
REDEMPTION CAPITAL, formally registered with the SEC as REDEMPTION CAPITAL. The firm was established in 03/10/2022. They have over 1 offices throughout the country.
REDEMPTION CAPITAL is a Midland, Texas based Financial Planning firm with nearly $121,086,576 assets under management, offering retirement planning & investment advisory services to 350 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310824 |
| SEC# | 801-123416 |
| Assets Managed by Firm | $121,086,576 |
| No. of Clients | 350 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 350 | $121,086,576 |
| Individuals (other than high net worth individuals) | 7 | $8,300,628 |
| High net worth individuals | 76 | $91,665,607 |
| Pension and profit sharing plans | 9 | $10,097,193 |
| Charitable organizations | 4 | $5,291,928 |
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