|
⚲
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| Redstone Advisors Inc
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| |
|---|---|
| CRD # | 107699 |
| SEC # | 801-40186 |
| CIK # | |
| AUM | $461.3 MM (2024-03-27) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 316-687-2143 |
| Address | 8100 E 22nd St N Wichita, KS 67226-2308 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 18.3 |
| (b) Individuals (high net worth individuals) | 74 | 248.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 7.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 38.9 |
| (n) Other | 5 | 148.8 |
| Total | 117 | 461.3 |
| By Discretionary | ||
| Discretionary | 113 | 446.8 |
| Non-Discretionary | 4 | 14.5 |
| Total | 117 | 461.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 461.3 | |
| Total | 117 | 461.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
5th Street Advisors LLC
✚
|
CT | 0.5 |
|
Laffer Tengler Investments Inc
✚
|
TN | 0.5 |
|
McDonald Financial Services LLC
✚
|
AL | 0.5 |
|
Virtus Family Office LLC
✚
|
TX | 0.5 |
|
Jacobson & Schmitt Advisors LLC
✚
|
WI | 0.5 |
|
Cruden Bay Investment Management LLC
✚
|
CA | 0.5 |
|
Criterion Capital Advisors LLC
✚
|
TN | 0.5 |
|
Tyler-Stone Wealth Management LLC
✚
|
OH | 0.5 |
|
Fairvoy Private Wealth LLC
✚
|
AL | 0.5 |
|
HOGE Financial Services LLC
✚
|
PA | 0.5 |