⚲
|
Redwood Holdings LLC
✚
| |
---|---|
CRD # | 173916 |
SEC # | 801-117866 |
CIK # | 0001712253, 0001680112 |
AUM | $381.0 MM (2024-07-16) |
Employees | 4 (100% Investors, 50% Brokers) |
Phone | 888-552-1905 |
Address | 429 Santa Monica Blvd Santa Monica, CA 90401 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 164 | 37.1 |
(b) Individuals (high net worth individuals) | 280 | 343.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 444 | 381.0 |
By Discretionary | ||
Discretionary | 444 | 381.0 |
Non-Discretionary | 0 | 0.0 |
Total | 444 | 381.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 381.0 | |
Total | 444 | 381.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
D | [0001712253] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Wealthone LLC
✚
|
NY | 0.4 |
Courage Miller Partners LLC
✚
|
VA | 0.4 |
Gainplan LLC
✚
|
MI | 0.4 |
Delta Financial Advisors LLC
✚
|
LA | 0.4 |
Total Management Group Inc
✚
|
NY | 0.4 |
van Strum & Towne Inc
✚
|
CA | 0.4 |
Putterman Dean Eliot
✚
|
TX | 0.4 |
Macdougall Financial Counseling
✚
|
PA | 0.4 |
Nvest Financial LLC
✚
|
NH | 0.4 |
VAM Group Inc
✚
|
MI | 0.4 |