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Building 2RED SPRUCE CAPITAL, LLC

Map pinBERWYN, PA
Phone610-727-4270
NotebookSEC #801-113984
Total AUM
$256.9M
Employees
4
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1055 WESTLAKES DRIVE
SUITE 300
BERWYN
PA 19312
United States
Operating Hours
9-5
Monday - Friday
Phone
610-727-4270

ReceiptFinancials

Total AUM
$256.9M
Accounts
316
Discretionary
$256.9M
Accounts
316
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$26.3M
HNW Individual Clients
64
AUM
$230.5M
Charitable Organization Clients
1
AUM
$99.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLMDMINJNYORPATXVA

HandshakeAffiliates

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

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