REDFIELD, BLONSKY & STARINSKY, LLC
Firm details
- Headquarters
- WESTFIELD, New Jersey
- CRD number
- 128714
- Website
- www.rbcpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.71%
- Individuals36.29%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Redfield, Blonsky & Starinsky, LLC operates as a small, independent advisory firm that combines accounting services with discretionary portfolio management for individuals, families and small businesses as well as business and institutional clients. The firm charges clients on a percentage-of-assets-under-management basis and favors equity exposure as its primary allocation theme. Investment activity is executed through separately managed accounts and exchange-traded instruments, with trading and custody routed through a major retail custodian. The firm does not position itself as an ESG investor and is not identified as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1RONALD REDFIELD
CEO & Chief Investment OfficerCRD 4713733
Contacts
1 of 1ALAN STARINSKY
AccountantCRD 4714109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTFIELD, NJ
UNION
Location
WESTFIELD, NJ
Headquartered in WESTFIELD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- UNION
- Address
- 1024 South Ave W
- Time zone
- ET (UTC-5)
- Office locations
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