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Building 2REDWOOD FINANCIAL PLANNING, LLC

Map pinSCOTCH PLAINS, NJ
Phone908-663-2125
NotebookSEC #801-127675
Total AUM
$388.8M
Employees
4
Clients
634

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1812 FRONT STREET
SCOTCH PLAINS
NJ 07076
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
908-663-2125
Other Offices
1

ReceiptFinancials

Total AUM
$388.8M
Accounts
1,454
Discretionary
$388.8M
Accounts
1,454
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
589
AUM
$185.5M
HNW Individual Clients
32
AUM
$201.5M
Pension/Profit Sharing Plan Clients
13
AUM
$1.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFLMDNCNJNYPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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