Assets Under Management
$2.5B
Number of Clients
160
Number of Advisors
1
Average Client AUM
$15.9M
AUM per Advisor
$2.5B
Compensation
Fee-Only (AUM)
Redwood Investment Management offers investment advisory services through affiliated registered funds, sub-advisory agreements, separately managed accounts (SMAs), and model portfolio strategies. They manage assets based on specific investment objectives, not necessarily tailored to individual client needs, unless for certain high net worth individuals. Redwood may include Redwood Funds in client portfolios, creating a conflict of interest.
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251