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REDWOOD FINANCIAL NETWORK
SOLON, OH
440-287-5020
SEC #801-79617Total AUM
$262.8M
Employees
11Clients
1,019Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
30285 BRUCE INDUSTRIAL PARKWAY
SUITE A
SOLON
OH 44139
United States
SUITE A
SOLON
OH 44139
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
440-287-5020
Other Offices
3
Financials
Total AUM
$262.8M
Accounts
1,019Discretionary
$261.1M
Accounts
1,009Non-Discretionary
$1.8M
Accounts
10
Clients
Individual Clients
625AUM
$75.7M
HNW Individual Clients
387AUM
$182.9M
Pension/Profit Sharing Plan Clients
6AUM
$4.1M
Corporation or Business Clients
1AUM
$107.2K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEES FOR SOFTWARE OR WEB BASED APPLICATIONS
Compliance
Disclosures
None reported
State Registrations
CAFLGANCOHORPASCTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.