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REDWOOD INVESTMENT MANAGEMENT, LLC.
CRD 153139 · SEC 801-78563
4110 N. SCOTTSDALE RD., STE. 125, SCOTTSDALE, AZ, 85251, United States
Phone
3102728185
Fax
4806877979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.47B
Discretionary AUM
$2.47B
Team
39 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)MODEL PORTFOLIO AND SUB-ADVISER TO INVESTMENT ADVISERS, AND SUB-ADVISER TO AFFILIATED INVESTMENT ADVISER.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $21.2M |
| High net worth individuals | 61 | $59.3M |
| Investment companies | 8 | $1.39B |
| Other investment advisers | 2 | $1.01B |
States served
AZ, CA, CO, IN, IA, KS, NY, NC, OR, PA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD