REDEFINE FINANCIAL

RIASEC Registered

Total AUM

$37.8M

Discretionary

$37.8M

100% of AUM

Avg account

$244K

Accounts

155

Employees

Advisory reps

Firm details

Headquarters: MISSION VIEJO, California
CRD number: 297277
Website: www.redefinefinancial.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.22%
Individuals43.62%
Pension & Profit Sharing Plans1.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Redefine Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and it charges advisory fees via a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Core advisory capabilities listed include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services and educational seminars or workshops. The firm is not positioned as a capital allocator or active ESG investor and lists an industry affiliation with an insurance company.