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Building 2REDWOOD PRIVATE WEALTH

Map pinPHOENIX, AZ
Phone480-646-3504
NotebookSEC #801-120723
Total AUM
$267.6M
Employees
61
Clients
940

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
3930 E. RAY ROAD
SUITE 155
PHOENIX
AZ 85044
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
480-646-3504
Other Offices
14

ReceiptFinancials

Total AUM
$267.6M
Accounts
1,788
Discretionary
$253.4M
Accounts
1,675
Non-Discretionary
$14.2M
Accounts
113

ContactClients

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Individual Clients
869
AUM
$166.1M
HNW Individual Clients
69
AUM
$96.5M
Investment Advisor Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
ARAZCACOCTDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWI

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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