|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Redwood Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 291250 |
| SEC # | 801-127675 |
| CIK # | |
| AUM | $212.8 M (2025-03-31) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 908-663-2125 |
| Address | 1812 Front Street Scotch Plains, NJ 07076 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 550 | 179.4 |
| (b) Individuals (high net worth individuals) | 22 | 31.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,294 | 212.8 |
| By Discretionary | ||
| Discretionary | 1,294 | 212.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,294 | 212.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.8 | |
| Total | 1,294 | 212.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Atlantic Family Wealth LLC
✚
|
FL | 0.2 |
|
Cannon Wealth Management Services LLC
✚
|
NC | 0.2 |
|
Bush Investment Group LLC
✚
|
GA | 0.2 |
|
Noble Wealth Management Inc
✚
|
CA | 0.2 |
|
MFG Family Office LLC
✚
|
0.2 | |
|
Wealthmd Corporation
✚
|
KY | 0.2 |
|
Richardson Financial Services Inc
✚
|
MA | 0.2 |
|
Ironwood Wealth Management Inc
✚
|
WV | 0.2 |
|
Talisman Wealth Advisors LLC
✚
|
NJ | 0.2 |
|
Merrion Investment Management Co LLC
✚
|
NJ | 0.2 |