Redwood Financial Network Corp

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Assets, Funds, Holdings

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Redwood Financial Network Corp
CRD #157834
SEC #801-79617
CIK #0001927724
AUM $187.4 MM (2024-03-15)
Employees 10 (80% Investors, 90% Brokers)
Phone440-287-5020
Address30285 Bruce Industrial Parkway
Solon, OH 44139
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
190152114763802009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 3.0
AMZN 1,092,997.8 2.0
AAPL 2,382,844.0 1.9
MSFT 1,918,222.4 1.7
META 434,852.0 1.3
 
 
 
 
 
 
Holdings by Sector ($MM)
1209672482402022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 536 56.8
(b) Individuals (high net worth individuals) 314 127.1
(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 5 3.4
(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 1 0.1
(n) Other 0 0.0
Total 856 187.4
By Discretionary
Discretionary 846 185.7
Non-Discretionary 10 1.7
Total 856 187.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 187.4
Total 856 187.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001927724]
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BPP Wealth Solutions LLC
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The Wealth Coach LLC
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Cerasus Advisors Inc
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Redmont Wealth Advisors LLC
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Cape Ann Capital Inc
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Bullock Wealth Management Group Inc
IN 0.2
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