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 owned by an individual. The firm is SEC-registered (registration year 2005) and serves both individual/family and institutional clients on a percentage-of-assets fee model. Its advisory scope centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. The firm reports an equity preference and does not present itself as an active ESG investor; it also indicates it is not a capital allocator or a multi-state adviser.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$31.1M in ETFs
82%
$25.5M
15%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $3.7M | 65,350 | 11.82% |
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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