Redtail Capital Markets, LLC
Firm details
- Headquarters
- West Bloomfield, Michigan
- CRD number
- 169781
- Registered since
- August 19, 2014
Firm profile
FINTRXOverview
Redtail Capital Markets, LLC is an LLC that has been SEC-registered since 2014 and is individually owned. Public records for the firm are sparse: it is recorded as "unclassified" in firm type, it does not operate as a capital allocator, and it is not identified as an active ESG investor. The record also notes that the adviser is not designated as a multi-state or newly formed adviser, and it does not list roles such as pension consultant or related adviser.
Assets & Accounts
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
Owners & executives
2 of 2
Anthony Caudle
CEO & ChairmanCRD 2498387
Gigs Taylor-stephenson
SVP, Chief Compliance OfficerCRD 2100004
Contacts
1 of 1
Kimberly Neely
FinOpCRD 2045019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Bloomfield, MI
Oakland
Location
West Bloomfield, MI
Headquartered in West Bloomfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 6983 Hawk Woods Ct
- Time zone
- ET (UTC-5)
- Office locations
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