Redmond Asset Management, LLC
Firm details
- Headquarters
- Henrico, Virginia
- CRD number
- 138706
- Registered since
- December 21, 2005
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC, NATIONAL FINANCIAL SERVICES LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.7%
- Individuals10.91%
- Insurance Companies10.63%
- Corporations / Businesses5.47%
- Charitable Organizations2.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Redmond Asset Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2005. The firm is individually owned and charges clients on a percentage-of-assets-under-management basis. Its client base includes both individuals and families as well as institutional clients. Core advisory services listed are financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business entities. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds8%
- State & Local Bonds6%
- US Government Bonds2%
Owners & executives
1 of 1
Anita Lavin
Chief Compliance OfficerCRD 2382389
Contacts
2 of 2
Jeremy Kirkland
PartnerCRD 5139278
Robert Redmond
Founder and PartnerCRD 3064485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$32.1M in ETFs
85%
$27.4M
12%
$4.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $2.4M | 42,795 | 7.52% |
Location
Henrico, VA
Henrico
Location
Henrico, VA
Headquartered in Henrico, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 410 N Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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