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Building 2REDWOOD INVESTMENT MANAGEMENT, LLC.

Map pinSCOTTSDALE, AZ
Phone3102728185
NotebookSEC #801-78563
Total AUM
$2.5B
Employees
39
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4110 N. SCOTTSDALE RD., STE. 125
SCOTTSDALE
AZ 85251
United States
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Phone
3102728185

ReceiptFinancials

Total AUM
$2.5B
Accounts
524
Discretionary
$2.5B
Accounts
524
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$21.2M
HNW Individual Clients
61
AUM
$59.3M
Investment Company Clients
8
AUM
$1.4B
Investment Advisor Clients
2
AUM
$1B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther Services
Other Services
MODEL PORTFOLIO AND SUB-ADVISER TO INVESTMENT ADVISERS, AND SUB-ADVISER TO AFFILIATED INVESTMENT ADVISER.
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAINKSNCNYORPATXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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