Redwood Financial Network

RIASEC Registered

Total AUM

$263M

Discretionary

$261M

99% of AUM

Avg account

$258K

Accounts

1,019

Employees

Advisory reps

Firm details

Headquarters: Solon, Ohio
CRD number: 157834
Registered since: April 28, 2014
Website: www.redwoodfn.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI69.61%
Individuals28.8%
Pension & Profit Sharing Plans1.56%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Redwood Financial Network is an independent registered investment adviser that registered with the SEC in 2014. The firm is organized as a corporation with individual ownership and serves both individual & family clients and institutional clients. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Redwood also operates as an insurance broker and lists an insurance company affiliation in its activities. The firm describes itself as a capital allocator and uses a mix of percentage-of-AUM, hourly, fixed-fee and other billing arrangements. Redwood is not identified as an active ESG investor.