|
⚲
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| Redwood Advisory LLC
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|
|
|---|---|
| CRD # | 322770 |
| SEC # | 801-126440 |
| CIK # | |
| AUM | $88.5 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 646-988-5216 |
| Address | 260 Madison Ave New York, NY 10016 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 2.8 |
| (b) Individuals (high net worth individuals) | 41 | 83.5 |
| (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 | 2 | 2.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 88.5 |
| By Discretionary | ||
| Discretionary | 91 | 88.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 91 | 88.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 88.5 | |
| Total | 91 | 88.5 |
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|---|---|---|
|
Oak Crest Advisory LLC
✚
|
NY | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |
|
Pichardo Asset Management Sa de CV
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0.1 | |
|
Ivesta Corp
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|
NY | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Wealthfd LLC
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|
PA | 0.1 |
|
IBN Financial Services Inc
✚
|
NY | 0.1 |
|
Pacific Global Investment Management Company
✚
|
CA | 0.1 |
|
The Wealthplan LLC
✚
|
NY | 0.1 |
|
Quincy Wells Advisors LLC
✚
|
IL | 0.1 |