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Building 2REDWOOD WEALTH MANAGEMENT GROUP, LLC

Map pinMEDFORD, NJ
Phone856-500-2900
NotebookSEC #801-106789
Total AUM
$317.2M
Employees
4
Clients
424

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 STOKES RD
MEDFORD
NJ 08055
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
856-500-2900

ReceiptFinancials

Total AUM
$317.2M
Accounts
1,158
Discretionary
$278.7M
Accounts
926
Non-Discretionary
$38.5M
Accounts
232

ContactClients

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Individual Clients
328
AUM
$75.9M
HNW Individual Clients
72
AUM
$174.7M
Pension/Profit Sharing Plan Clients
11
AUM
$24.8M
Charitable Organization Clients
2
AUM
$37.5M
Corporation or Business Clients
10
AUM
$3.6M
Other Clients
1
AUM
$652.7K
Description of Other Clients
REDWOOD CORPORATE & FEE ACCOUNT

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLNCNJPATNVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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