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Building 2RED DOOR WEALTH MANAGEMENT, LLC

Map pinMEMPHIS, TN
Phone901-681-0018
NotebookSEC #801-79374
Total AUM
$3.1B
Employees
19
Clients
955

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
965 RIDGE LAKE BLVD
SUITE 105
MEMPHIS
TN 38120
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
901-681-0018

ReceiptFinancials

Total AUM
$3.1B
Accounts
4,471
Discretionary
$2.1B
Accounts
3,454
Non-Discretionary
$975.1M
Accounts
1,017

ContactClients

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Individual Clients
501
AUM
$188M
HNW Individual Clients
428
AUM
$2.7B
Pooled Vehicle Clients
7
AUM
$132.6M
Pension/Profit Sharing Plan Clients
19
AUM
$83.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE AND WEALTH PLANNING SERVICES, ADVISORY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGALAMOMSNCNHNMNVNYSCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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