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REDMOND ASSET MANAGEMENT, LLC

410 North Ridge Road
Suite 100
Henrico, Virginia 23229
Tel: 804-288-6080

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About REDMOND ASSET MANAGEMENT, LLC

REDMOND ASSET MANAGEMENT, LLC, formally registered with the SEC as REDMOND ASSET MANAGEMENT, LLC. The firm was established in 12/21/2005. They have over 1 offices throughout the country.

REDMOND ASSET MANAGEMENT, LLC is a Henrico, Virginia based Financial Planning firm with nearly $378,487,245 assets under management, offering retirement planning & investment advisory services to 390 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#138706
SEC#801-65154
Assets Managed by Firm$378,487,245
No. of Clients390
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Other (SUBSCRIPTION FEE FOR MODEL PORTFOLIO)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (SUBSCRIPTION TO MODEL PORTFOLIO)

Firm Client Information

No. of ClientsAUM
Firm Total390$378,487,245
Individuals (other than high net worth individuals)96$29,059,887
High net worth individuals66$259,849,463
Pension and profit sharing plansFewer than 5 clients$6,238,436
Charitable organizationsFewer than 5 clients$4,286,330
Corporations or other businessesFewer than 5 clients$25,772,678

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STRATEGIC INVESTMENT MANAGEMENT, LLC
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VEST FINANCIAL LLC
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THOMPSON SIEGEL & WALMSLEY LLC
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$20,812,400,000477568

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