Redwood Investments

Trust Score 97%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Redwood Investments, federally registered in 2004, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 5 advisors. Redwood Investments manages $1.8 billion and provides investment advisory services for 210 clients (1:42 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $8,584,047
Hybrid Advisor No
Disciplinary History No
Total AUM $1.8 billion
Advisor / Client Ratio 1:42
Headquarters Newton, MA
SEC Filings Forms and Brochures    (CRD # 133028)
State(s) Registered CA, CT, DE, GA, MD, MA, NY, PA, TX

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