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Building 2REDWOOD FAMILY WEALTH LLC

Map pinADDISON, TX
Phone469-965-4001
NotebookSEC #801-131810
Total AUM
$258.5M
Employees
4
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15455 DALLAS PKWY
STE 1080
ADDISON
TX 75001
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
469-965-4001
Other Offices
1

ReceiptFinancials

Total AUM
$258.5M
Accounts
889
Discretionary
$252M
Accounts
796
Non-Discretionary
$6.5M
Accounts
93

ContactClients

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Individual Clients
164
AUM
$49.8M
HNW Individual Clients
62
AUM
$204.7M
Pension/Profit Sharing Plan Clients
7
AUM
$3.9M
Charitable Organization Clients
2
AUM
$86.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COLANYTX

HandshakeAffiliates

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

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