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Building 2REDTREE INVESTMENT GROUP

Map pinCINCINNATI, OH
Phone888-596-2293
NotebookSEC #801-79797
Total AUM
$9.7B
Employees
9
Clients
373

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5050 SECTION AVENUE
SUITE 420
CINCINNATI
OH 45212
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
888-596-2293

ReceiptFinancials

Total AUM
$9.7B
Accounts
538
Discretionary
$9.6B
Accounts
529
Non-Discretionary
$117.8M
Accounts
9

ContactClients

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Banking Clients
1
AUM
$7.6M
Charitable Organization Clients
1
AUM
$1.8M
Government Entity Clients
371
AUM
$9.7B

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYMOOH

HandshakeAffiliates

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

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