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Redmond Asset Management LLC
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CRD # | 138706 |
SEC # | 801-65154 |
CIK # | 0001567890 |
AUM | $378.5 MM (2024-03-28) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 804-288-6080 |
Address | 410 North Ridge Road Henrico, VA 23229 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
XPO | 5,570.3 | 10.5 | |
JPM | 340,169.2 | 8.7 | |
MKL | 17,609.0 | 8.4 | |
SCHW | 121,688.8 | 7.9 | |
WSO | 9,288.7 | 7.4 | |
GOOGL | 1,475,138.5 | 7.4 | |
CCOI | 2,911.6 | 7.3 | |
FI | 7.0 | ||
NSSC | 756.3 | 6.3 | |
AMZN | 1,092,997.8 | 5.5 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 96 | 29.1 |
(b) Individuals (high net worth individuals) | 66 | 259.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 6.2 |
(h) Charitable organizations | 0 | 4.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 53.3 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 25.8 |
(n) Other | 0 | 0.0 |
Total | 390 | 378.5 |
By Discretionary | ||
Discretionary | 363 | 359.9 |
Non-Discretionary | 27 | 18.6 |
Total | 390 | 378.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 378.5 | |
Total | 390 | 378.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001567890] |
Comparable Firms | State | AUM ($BB) |
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Aspire Wealth Management Corporation
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|
MA | 0.4 |
Financial Life Focus LLC
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|
PA | 0.4 |
RAIN Capital Management LLC
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|
OR | 0.4 |
WealthEdge Investment Advisors LLC
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|
NY | 0.4 |
Essential Planning LLC
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NH | 0.4 |
Wealthvalues LLC
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|
CA | 0.4 |
van Leeuwen & Associates Inc
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|
KY | 0.4 |
Halter Ferguson Financial Inc
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|
IN | 0.4 |
Sageguard Financial Group LLC
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|
TN | 0.4 |
Searcy Financial Services Inc
✚
|
KS | 0.4 |