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Redwood Financial Network Corp
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CRD # | 157834 |
SEC # | 801-79617 |
CIK # | 0001927724 |
AUM | $187.4 MM (2024-03-15) |
Employees | 10 (80% Investors, 90% Brokers) |
Phone | 440-287-5020 |
Address | 30285 Bruce Industrial Parkway Solon, OH 44139 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001927724] |
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Cruice Investment Advisors Ltd
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BPP Wealth Solutions LLC
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The Wealth Coach LLC
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TX | 0.2 |
Cerasus Advisors Inc
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FL | 0.2 |
Redmont Wealth Advisors LLC
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IL | 0.2 |
Cape Ann Capital Inc
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MA | 0.2 |
Bullock Wealth Management Group Inc
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IN | 0.2 |